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 | $48,604 | $183,519-73.5% | $155,509-68.7% | $145,922-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,615 | $5,313-50.8% | $4,672-44.0% | $4,660-43.9% |
| Participant deferral / active EE | $9,505 | $6,462+47.1% | $5,626+68.9% | $6,688+42.1% |
| Admin fee / account holder | $44 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |