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 | $84,327 | $210,648-60.0% | $177,989-52.6% | $145,922-42.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.49% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,276 | $4,565+59.4% | $3,949+84.3% | $4,660+56.1% |
| Participant deferral / active EE | $15,300 | $6,958+119.9% | $6,276+143.8% | $6,688+128.8% |
| Admin fee / account holder | $18 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |