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 | $98,211 | $179,726-45.4% | $156,263-37.2% | $142,382-31.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.40% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $7,404 | $5,069+46.1% | $4,333+70.9% | $4,299+72.2% |
| Participant deferral / active EE | $12,340 | $6,956+77.4% | $6,158+100.4% | $6,507+89.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |