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 6-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 | $61,274 | $158,398-61.3% | $126,539-51.6% | $142,382-57.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 18.00% | 593.76%-575.8pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,945 | $4,650-15.2% | $3,674+7.4% | $4,299-8.2% |
| Participant deferral / active EE | $9,998 | $4,767+109.7% | $4,083+144.9% | $6,507+53.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |