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 9-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 | $57,308 | $102,966-44.3% | $90,281-36.5% | $152,861-62.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.32% | 95.16%-70.8pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,777 | $3,139+52.2% | $2,854+67.4% | $4,762+0.3% |
| Participant deferral / active EE | $13,732 | $4,281+220.7% | $3,885+253.4% | $5,850+134.7% |
| Admin fee / account holder | $8 | $6,171-99.9% | $5,351-99.8% | $11,596-99.9% |