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 | $75,439 | $103,376-27.0% | $87,100-13.4% | $152,861-50.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.30% | 28.10%-13.8pp | 28.19%-13.9pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,724 | $3,220+15.6% | $2,521+47.7% | $4,762-21.8% |
| Participant deferral / active EE | $10,664 | $4,778+123.2% | $4,049+163.4% | $5,850+82.3% |
| Admin fee / account holder | $33 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |