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 | $76,979 | $148,534-48.2% | $135,903-43.4% | $139,434-44.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.60% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,438 | $5,243-53.5% | $4,856-49.8% | $4,751-48.7% |
| Participant deferral / active EE | $7,117 | $8,100-12.1% | $7,758-8.3% | $6,710+6.1% |
| Admin fee / account holder | $149 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |