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 | $82,701 | $114,047-27.5% | $96,139-14.0% | $167,490-50.6% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 20.88% | 189.88%-169.0pp | 191.94%-171.1pp | 478.56%-457.7pp |
| Employer contribution / active EE | $1,927 | $3,427-43.8% | $2,797-31.1% | $4,837-60.2% |
| Participant deferral / active EE | $15,038 | $5,194+189.6% | $4,349+245.8% | $6,341+137.1% |
| Admin fee / account holder | $7 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |