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 | $72,179 | $106,515-32.2% | $96,683-25.3% | $139,434-48.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 14.34% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $6,778 | $4,103+65.2% | $3,737+81.4% | $4,751+42.7% |
| Participant deferral / active EE | $6,506 | $5,454+19.3% | $4,878+33.4% | $6,710-3.0% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |