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 | $80,809 | $112,096-27.9% | $95,952-15.8% | $158,922-49.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.36% | 171.09%-162.7pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,014 | $3,198-5.8% | $2,541+18.6% | $4,761-36.7% |
| Participant deferral / active EE | $11,556 | $4,784+141.6% | $4,167+177.3% | $5,982+93.2% |
| Admin fee / account holder | $217 | $10,130-97.9% | $6,795-96.8% | $11,246-98.1% |