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 | $66,869 | $46,553+43.6% | $64,056+4.4% | $75,163-11.0% |
| Participation rate | 86.5% | 65.9%+20.5pp | 72.3%+14.2pp | 67.2%+19.3pp |
| Annual return | 28.65% | 26.03%+2.6pp | 33.69%-5.0pp | 160.62%-132.0pp |
| Employer contribution / active EE | $4,183 | $1,974+111.9% | $2,747+52.3% | $2,670+56.7% |
| Participant deferral / active EE | $10,136 | $2,837+257.3% | $3,880+161.2% | $4,125+145.7% |
| Admin fee / account holder | $4 | $2,952-99.9% | $3,068-99.9% | $5,651-99.9% |