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 | $66,129 | $114,381-42.2% | $107,525-38.5% | $142,382-53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.85% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,642 | $4,015-34.2% | $3,754-29.6% | $4,299-38.6% |
| Participant deferral / active EE | $6,046 | $5,564+8.7% | $5,116+18.2% | $6,507-7.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |