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 | $33,329 | $202,432-83.5% | $169,368-80.3% | $139,434-76.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.58% | 531.74%-522.2pp | 405.60%-396.0pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,106 | $4,692-55.1% | $4,013-47.5% | $4,751-55.7% |
| Participant deferral / active EE | $6,461 | $6,938-6.9% | $6,221+3.9% | $6,710-3.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |