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 8-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 | $67,241 | $165,335-59.3% | $149,696-55.1% | $158,922-57.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.38% | 348.15%-314.8pp | 276.60%-243.2pp | 302.83%-269.4pp |
| Employer contribution / active EE | $2,740 | $5,103-46.3% | $4,644-41.0% | $4,761-42.5% |
| Participant deferral / active EE | $14,733 | $7,181+105.2% | $6,842+115.3% | $5,982+146.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |