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 | $68,722 | $106,515-35.5% | $96,683-28.9% | $139,434-50.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.58% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $19,497 | $4,103+375.2% | $3,737+421.8% | $4,751+310.4% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $265 | $7,877-96.6% | $6,730-96.1% | $11,403-97.7% |