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 | $46,566 | $74,888-37.8% | $71,209-34.6% | $142,382-67.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.69% | 345.14%-321.5pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,428 | $2,854-50.0% | $2,721-47.5% | $4,299-66.8% |
| Participant deferral / active EE | $12,756 | $4,454+186.4% | $4,175+205.5% | $6,507+96.0% |
| Admin fee / account holder | $97 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |