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 7-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 | $42,712 | $118,680-64.0% | $98,907-56.8% | $158,922-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 31.33% | 372.35%-341.0pp | 196.43%-165.1pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,279 | $3,333-31.6% | $2,689-15.2% | $4,761-52.1% |
| Participant deferral / active EE | $11,413 | $5,088+124.3% | $4,244+168.9% | $5,982+90.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |