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 | $55,331 | $228,332-75.8% | $185,823-70.2% | $158,922-65.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 41.06% | 40.80%+0.3pp | 35.95%+5.1pp | 302.83%-261.8pp |
| Employer contribution / active EE | $8,980 | $4,967+80.8% | $4,087+119.7% | $4,761+88.6% |
| Participant deferral / active EE | $17,138 | $6,415+167.2% | $5,632+204.3% | $5,982+186.5% |
| Admin fee / account holder | $150 | $11,864-98.7% | $9,500-98.4% | $11,246-98.7% |