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 | $46,247 | $118,427-60.9% | $66,042-30.0% | $142,382-67.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.84% | 35.57%-21.7pp | 52.11%-38.3pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,304 | $2,570+223.2% | $1,579+425.8% | $4,299+93.2% |
| Participant deferral / active EE | $3,791 | $4,311-12.1% | $2,835+33.7% | $6,507-41.7% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |