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 4-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 | $65,882 | $150,187-56.1% | $120,354-45.3% | $145,922-54.9% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 27.57% | 154.07%-126.5pp | 107.15%-79.6pp | 561.29%-533.7pp |
| Employer contribution / active EE | $4,550 | $4,348+4.6% | $3,463+31.4% | $4,660-2.4% |
| Participant deferral / active EE | $9,993 | $6,173+61.9% | $4,991+100.2% | $6,688+49.4% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |