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 | $61,210 | $159,901-61.7% | $146,958-58.3% | $145,922-58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $6,597 | $5,286+24.8% | $4,933+33.7% | $4,660+41.6% |
| Participant deferral / active EE | $11,207 | $8,428+33.0% | $8,070+38.9% | $6,688+67.6% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |