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 7-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 | $61,199 | $88,751-31.0% | $81,812-25.2% | $145,922-58.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 14.56% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,765 | $3,083-10.3% | $2,912-5.1% | $4,660-40.7% |
| Participant deferral / active EE | $5,840 | $4,643+25.8% | $4,319+35.2% | $6,688-12.7% |
| Admin fee / account holder | $264 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |