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 | $86,700 | $214,378-59.6% | $200,582-56.8% | $142,382-39.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.04% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $9,081 | $6,841+32.7% | $6,419+41.5% | $4,299+111.2% |
| Participant deferral / active EE | $14,454 | $9,865+46.5% | $9,331+54.9% | $6,507+122.1% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |