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 9-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 | $24,766 | $165,335-85.0% | $149,696-83.5% | $158,922-84.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 34.99% | 348.15%-313.2pp | 276.60%-241.6pp | 302.83%-267.8pp |
| Employer contribution / active EE | $1,827 | $5,103-64.2% | $4,644-60.7% | $4,761-61.6% |
| Participant deferral / active EE | $3,939 | $7,181-45.2% | $6,842-42.4% | $5,982-34.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |