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 | $76,203 | $74,888+1.8% | $71,209+7.0% | $142,382-46.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.99% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,387 | $2,854-51.4% | $2,721-49.0% | $4,299-67.7% |
| Participant deferral / active EE | $4,110 | $4,454-7.7% | $4,175-1.6% | $6,507-36.8% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |