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 8-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 | $71,258 | $185,822-61.7% | $169,993-58.1% | $139,434-48.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.62% | 60.50%-37.9pp | 53.37%-30.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $10,587 | $7,590+39.5% | $6,785+56.0% | $4,751+122.9% |
| Participant deferral / active EE | $19,441 | $11,622+67.3% | $10,408+86.8% | $6,710+189.7% |
| Admin fee / account holder | $7 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |