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 | $59,323 | $177,572-66.6% | $154,803-61.7% | $142,382-58.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.29% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,946 | $4,810-38.8% | $4,305-31.6% | $4,299-31.5% |
| Participant deferral / active EE | $12,776 | $6,272+103.7% | $5,540+130.6% | $6,507+96.3% |
| Admin fee / account holder | $136 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |