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 5-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 | $87,445 | $94,338-7.3% | $100,534-13.0% | $142,382-38.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 44.36% | 29.20%+15.2pp | 32.66%+11.7pp | 217.08%-172.7pp |
| Employer contribution / active EE | $3,572 | $4,237-15.7% | $4,346-17.8% | $4,299-16.9% |
| Participant deferral / active EE | $10,749 | $5,934+81.1% | $6,144+75.0% | $6,507+65.2% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |