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 | $45,362 | $185,822-75.6% | $169,993-73.3% | $139,434-67.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.88% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,720 | $7,590-77.3% | $6,785-74.7% | $4,751-63.8% |
| Participant deferral / active EE | $6,450 | $11,622-44.5% | $10,408-38.0% | $6,710-3.9% |
| Admin fee / account holder | $188 | $15,381-98.8% | $12,815-98.5% | $11,403-98.4% |