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 | $68,142 | $109,327-37.7% | $89,391-23.8% | $158,922-57.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.74% | 345.68%-328.9pp | 245.62%-228.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,188 | $3,170-31.0% | $2,586-15.4% | $4,761-54.0% |
| Participant deferral / active EE | $9,232 | $4,598+100.8% | $3,890+137.3% | $5,982+54.3% |
| Admin fee / account holder | $283 | $6,153-95.4% | $4,881-94.2% | $11,246-97.5% |