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 7-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 | $50,007 | $114,381-56.3% | $107,525-53.5% | $142,382-64.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.59% | 242.71%-216.1pp | 181.32%-154.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,271 | $4,015-43.4% | $3,754-39.5% | $4,299-47.2% |
| Participant deferral / active EE | $16,355 | $5,564+193.9% | $5,116+219.7% | $6,507+151.3% |
| Admin fee / account holder | $81 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |