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 | $40,915 | $99,020-58.7% | $86,590-52.7% | $147,584-72.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.74% | 1312.34%-1300.6pp | 964.84%-953.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $5,497 | $3,132+75.5% | $2,839+93.6% | $4,876+12.7% |
| Participant deferral / active EE | $3,850 | $3,972-3.1% | $3,609+6.7% | $5,439-29.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |