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 | $58,817 | $114,381-48.6% | $107,525-45.3% | $142,382-58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.50% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,894 | $4,015-27.9% | $3,754-22.9% | $4,299-32.7% |
| Participant deferral / active EE | $1,700 | $5,564-69.4% | $5,116-66.8% | $6,507-73.9% |
| Admin fee / account holder | $89 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |