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 | $54,900 | $103,376-46.9% | $87,100-37.0% | $152,861-64.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.89% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,402 | $3,220+67.7% | $2,521+114.3% | $4,762+13.4% |
| Participant deferral / active EE | $9,493 | $4,778+98.7% | $4,049+134.5% | $5,850+62.3% |
| Admin fee / account holder | $9 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |