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 | $67,344 | $148,534-54.7% | $135,903-50.4% | $139,434-51.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.48% | 79.19%-48.7pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $8,958 | $5,243+70.9% | $4,856+84.5% | $4,751+88.6% |
| Participant deferral / active EE | $14,166 | $8,100+74.9% | $7,758+82.6% | $6,710+111.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |