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 | $98,265 | $176,056-44.2% | $159,436-38.4% | $167,490-41.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.84% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,564 | $5,297-51.6% | $4,829-46.9% | $4,837-47.0% |
| Participant deferral / active EE | $9,240 | $7,750+19.2% | $7,352+25.7% | $6,341+45.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |