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 10-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 | $40,742 | $109,817-62.9% | $98,442-58.6% | $167,490-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.40% | 1956.69%-1927.3pp | 1492.73%-1463.3pp | 478.56%-449.2pp |
| Employer contribution / active EE | $3,167 | $3,224-1.8% | $2,960+7.0% | $4,837-34.5% |
| Participant deferral / active EE | $3,233 | $4,673-30.8% | $4,276-24.4% | $6,341-49.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |