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 | $68,635 | $78,694-12.8% | $67,652+1.5% | $125,391-45.3% |
| Participation rate | 81.0% | 78.8%+2.1pp | 75.7%+5.3pp | 83.2%-2.2pp |
| Annual return | 16.40% | 9.46%+6.9pp | 6625.04%-6608.6pp | 282.22%-265.8pp |
| Employer contribution / active EE | $4,037 | $3,044+32.6% | $2,266+78.2% | $4,866-17.0% |
| Participant deferral / active EE | $7,367 | $4,292+71.6% | $3,560+107.0% | $5,352+37.7% |
| Admin fee / account holder | $3 | $7,403-100.0% | $4,821-99.9% | $9,540-100.0% |