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 | $53,325 | $85,022-37.3% | $70,515-24.4% | $139,434-61.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.77% | 30.38%-15.6pp | 32.77%-18.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,200 | $3,909+7.4% | $2,973+41.2% | $4,751-11.6% |
| Participant deferral / active EE | $2,590 | $5,890-56.0% | $4,567-43.3% | $6,710-61.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |