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 | $70,360 | $95,266-26.1% | $82,389-14.6% | $142,382-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.78% | 25.74%-4.0pp | 28.67%-6.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $7,366 | $2,991+146.3% | $2,517+192.6% | $4,299+71.3% |
| Participant deferral / active EE | $9,733 | $4,809+102.4% | $4,155+134.3% | $6,507+49.6% |
| Admin fee / account holder | $114 | $8,563-98.7% | $7,231-98.4% | $12,624-99.1% |