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 | $30,824 | $162,781-81.1% | $133,956-77.0% | $158,922-80.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.47% | 41.94%-26.5pp | 45.09%-29.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $8,216 | $4,975+65.1% | $3,919+109.7% | $4,761+72.6% |
| Participant deferral / active EE | $4,424 | $5,911-25.2% | $5,048-12.3% | $5,982-26.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |