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 | $84,488 | $185,822-54.5% | $169,993-50.3% | $139,434-39.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.60% | 60.50%-35.9pp | 53.37%-28.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $12,877 | $7,590+69.7% | $6,785+89.8% | $4,751+171.0% |
| Participant deferral / active EE | $19,577 | $11,622+68.4% | $10,408+88.1% | $6,710+191.8% |
| Admin fee / account holder | $54 | $15,381-99.6% | $12,815-99.6% | $11,403-99.5% |