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 6-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 | $20,555 | $76,312-73.1% | $67,221-69.4% | $158,922-87.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 55.78% | 22.77%+33.0pp | 20.72%+35.1pp | 302.83%-247.0pp |
| Employer contribution / active EE | $4,577 | $4,476+2.3% | $3,723+22.9% | $4,761-3.9% |
| Participant deferral / active EE | $7,096 | $5,264+34.8% | $4,384+61.9% | $5,982+18.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |