See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,704 | $88,751-47.4% | $81,812-42.9% | $145,922-68.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.07% | 1025.40%-1007.3pp | 773.79%-755.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,808 | $3,083-41.4% | $2,912-37.9% | $4,660-61.2% |
| Participant deferral / active EE | $12,612 | $4,643+171.6% | $4,319+192.0% | $6,688+88.6% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |