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 | $51,644 | $176,377-70.7% | $134,143-61.5% | $158,922-67.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.77% | 63.63%-44.9pp | 36.33%-17.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $5,660 | $5,040+12.3% | $3,704+52.8% | $4,761+18.9% |
| Participant deferral / active EE | $10,400 | $4,091+154.2% | $3,499+197.2% | $5,982+73.9% |
| Admin fee / account holder | $15 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |