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 | $110,849 | $175,202-36.7% | $149,673-25.9% | $139,434-20.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 34.99% | 166.71%-131.7pp | 134.42%-99.4pp | 372.94%-337.9pp |
| Employer contribution / active EE | $21,476 | $5,474+292.3% | $4,818+345.8% | $4,751+352.0% |
| Participant deferral / active EE | $13,000 | $6,519+99.4% | $5,680+128.9% | $6,710+93.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |