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 | $37,671 | $110,261-65.8% | $95,745-60.7% | $139,434-73.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.69% | 27.11%-8.4pp | 28.35%-9.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $500 | $3,257-84.6% | $2,835-82.4% | $4,751-89.5% |
| Participant deferral / active EE | $2,333 | $4,676-50.1% | $4,245-45.0% | $6,710-65.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |