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 | $63,539 | $127,777-50.3% | $106,548-40.4% | $167,490-62.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.52% | 33.87%-11.4pp | 26.80%-4.3pp | 478.56%-456.0pp |
| Employer contribution / active EE | $4,898 | $3,427+42.9% | $2,819+73.7% | $4,837+1.2% |
| Participant deferral / active EE | $9,523 | $5,087+87.2% | $4,398+116.5% | $6,341+50.2% |
| Admin fee / account holder | $43 | $11,228-99.6% | $7,407-99.4% | $12,309-99.6% |