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 | $83,082 | $114,381-27.4% | $107,525-22.7% | $142,382-41.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.39% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,218 | $4,015-19.8% | $3,754-14.3% | $4,299-25.1% |
| Participant deferral / active EE | $12,865 | $5,564+131.2% | $5,116+151.5% | $6,507+97.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |