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 | $71,304 | $148,534-52.0% | $135,903-47.5% | $139,434-48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.53% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $6,862 | $5,243+30.9% | $4,856+41.3% | $4,751+44.4% |
| Participant deferral / active EE | $12,187 | $8,100+50.5% | $7,758+57.1% | $6,710+81.6% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |