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 | $58,185 | $167,307-65.2% | $143,757-59.5% | $134,475-56.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 29.43% | 0.46%+29.0pp | -0.04%+29.5pp | 417.96%-388.5pp |
| Employer contribution / active EE | $6,939 | $5,619+23.5% | $4,951+40.1% | $4,740+46.4% |
| Participant deferral / active EE | $6,939 | $6,446+7.6% | $5,637+23.1% | $6,400+8.4% |
| Admin fee / account holder | $235 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |