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 | $30,756 | $117,841-73.9% | $102,423-70.0% | $145,922-78.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 36.56% | 31.65%+4.9pp | 29.32%+7.2pp | 561.29%-524.7pp |
| Employer contribution / active EE | $4,713 | $3,615+30.4% | $3,023+55.9% | $4,660+1.1% |
| Participant deferral / active EE | $10,073 | $5,731+75.8% | $5,053+99.3% | $6,688+50.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |