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 | $59,097 | $104,664-43.5% | $85,682-31.0% | $167,490-64.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 9.20% | 21.45%-12.2pp | 21.49%-12.3pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,824 | $3,337-45.3% | $2,618-30.3% | $4,837-62.3% |
| Participant deferral / active EE | $7,429 | $4,824+54.0% | $3,923+89.4% | $6,341+17.1% |
| Admin fee / account holder | $132 | $10,032-98.7% | $6,873-98.1% | $12,309-98.9% |