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 | $94,051 | $226,064-58.4% | $182,532-48.5% | $152,861-38.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.22% | 192.51%-184.3pp | 148.54%-140.3pp | 345.32%-337.1pp |
| Employer contribution / active EE | $2,629 | $4,978-47.2% | $4,076-35.5% | $4,762-44.8% |
| Participant deferral / active EE | $9,500 | $6,368+49.2% | $5,524+72.0% | $5,850+62.4% |
| Admin fee / account holder | $58 | $10,703-99.5% | $8,592-99.3% | $11,596-99.5% |