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 8-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 | $49,820 | $117,983-57.8% | $101,794-51.1% | $142,382-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.13% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,764 | $2,773+71.8% | $2,289+108.1% | $4,299+10.8% |
| Participant deferral / active EE | $7,092 | $4,714+50.5% | $4,084+73.7% | $6,507+9.0% |
| Admin fee / account holder | $5 | $10,433-99.9% | $8,777-99.9% | $12,624-100.0% |