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 | $66,506 | $183,519-63.8% | $155,509-57.2% | $145,922-54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $10,370 | $5,313+95.2% | $4,672+121.9% | $4,660+122.6% |
| Participant deferral / active EE | $3,286 | $6,462-49.2% | $5,626-41.6% | $6,688-50.9% |
| Admin fee / account holder | $83 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |