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 | $94,118 | $109,817-14.3% | $98,442-4.4% | $167,490-43.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.51% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $10,761 | $3,224+233.8% | $2,960+263.6% | $4,837+122.4% |
| Participant deferral / active EE | $3,414 | $4,673-26.9% | $4,276-20.2% | $6,341-46.2% |
| Admin fee / account holder | $42 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |