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 | $74,131 | $117,983-37.2% | $101,794-27.2% | $142,382-47.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.39% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,780 | $2,773-35.8% | $2,289-22.2% | $4,299-58.6% |
| Participant deferral / active EE | $8,433 | $4,714+78.9% | $4,084+106.5% | $6,507+29.6% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |