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 | $71,696 | $127,264-43.7% | $109,895-34.8% | $167,490-57.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.62% | 22.97%-9.4pp | 29.45%-15.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $9,785 | $3,322+194.5% | $2,842+244.3% | $4,837+102.3% |
| Participant deferral / active EE | $6,137 | $4,514+36.0% | $4,048+51.6% | $6,341-3.2% |
| Admin fee / account holder | $269 | $7,114-96.2% | $6,066-95.6% | $12,309-97.8% |