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 | $64,585 | $127,777-49.5% | $106,548-39.4% | $167,490-61.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.12% | 33.87%-17.7pp | 26.80%-10.7pp | 478.56%-462.4pp |
| Employer contribution / active EE | $6,775 | $3,427+97.7% | $2,819+140.3% | $4,837+40.0% |
| Participant deferral / active EE | $6,921 | $5,087+36.0% | $4,398+57.4% | $6,341+9.1% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |