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 | $64,489 | $111,754-42.3% | $103,333-37.6% | $145,922-55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,642 | $4,212+10.2% | $3,868+20.0% | $4,660-0.4% |
| Participant deferral / active EE | $7,723 | $5,619+37.5% | $5,057+52.7% | $6,688+15.5% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |