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 8-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 | $32,387 | $176,056-81.6% | $159,436-79.7% | $167,490-80.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.25% | 331.75%-305.5pp | 263.57%-237.3pp | 478.56%-452.3pp |
| Employer contribution / active EE | $2,675 | $5,297-49.5% | $4,829-44.6% | $4,837-44.7% |
| Participant deferral / active EE | $8,404 | $7,750+8.4% | $7,352+14.3% | $6,341+32.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |