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 | $70,791 | $226,064-68.7% | $182,532-61.2% | $152,861-53.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.63% | 192.51%-179.9pp | 148.54%-135.9pp | 345.32%-332.7pp |
| Employer contribution / active EE | $11,398 | $4,978+128.9% | $4,076+179.6% | $4,762+139.3% |
| Participant deferral / active EE | $6,590 | $6,368+3.5% | $5,524+19.3% | $5,850+12.6% |
| Admin fee / account holder | $9 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |