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 | $70,008 | $114,381-38.8% | $107,525-34.9% | $142,382-50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.04% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,192 | $4,015-70.3% | $3,754-68.2% | $4,299-72.3% |
| Participant deferral / active EE | $11,832 | $5,564+112.6% | $5,116+131.3% | $6,507+81.8% |
| Admin fee / account holder | $67 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |