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 | $42,120 | $96,557-56.4% | $80,975-48.0% | $273,961-84.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 103.33% | 15.14%+88.2pp | 17.10%+86.2pp | 41.45%+61.9pp |
| Employer contribution / active EE | $4,610 | $4,868-5.3% | $3,714+24.1% | $4,869-5.3% |
| Participant deferral / active EE | $9,000 | $6,598+36.4% | $5,696+58.0% | $5,287+70.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |