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 10-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 | $60,379 | $99,020-39.0% | $86,590-30.3% | $147,584-59.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.83% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,414 | $3,132+9.0% | $2,839+20.2% | $4,876-30.0% |
| Participant deferral / active EE | $4,676 | $3,972+17.7% | $3,609+29.6% | $5,439-14.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |