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 | $70,565 | $74,888-5.8% | $71,209-0.9% | $142,382-50.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.74% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,747 | $2,854-38.8% | $2,721-35.8% | $4,299-59.4% |
| Participant deferral / active EE | $2,184 | $4,454-51.0% | $4,175-47.7% | $6,507-66.4% |
| Admin fee / account holder | $51 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |