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 | $40,515 | $165,335-75.5% | $149,696-72.9% | $158,922-74.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 67.30% | 348.15%-280.8pp | 276.60%-209.3pp | 302.83%-235.5pp |
| Employer contribution / active EE | $7,579 | $5,103+48.5% | $4,644+63.2% | $4,761+59.2% |
| Participant deferral / active EE | $15,463 | $7,181+115.3% | $6,842+126.0% | $5,982+158.5% |
| Admin fee / account holder | $115 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |