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 | $48,256 | $197,591-75.6% | $177,821-72.9% | $158,922-69.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.52% | 58.76%-32.2pp | 48.32%-21.8pp | 302.83%-276.3pp |
| Employer contribution / active EE | $8,702 | $6,697+29.9% | $5,918+47.0% | $4,761+82.8% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,982+189.8% |
| Admin fee / account holder | $260 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |