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 8-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 | $59,013 | $202,432-70.8% | $169,368-65.2% | $139,434-57.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.02% | 531.74%-513.7pp | 405.60%-387.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $8,440 | $4,692+79.9% | $4,013+110.3% | $4,751+77.7% |
| Participant deferral / active EE | $12,813 | $6,938+84.7% | $6,221+106.0% | $6,710+91.0% |
| Admin fee / account holder | $57 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |