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 9-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 | $63,094 | $121,625-48.1% | $104,607-39.7% | $158,922-60.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.99% | 465.26%-457.3pp | 340.46%-332.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $4,390 | $3,163+38.8% | $2,681+63.8% | $4,761-7.8% |
| Participant deferral / active EE | $8,667 | $4,177+107.5% | $3,740+131.8% | $5,982+44.9% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |