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 | $75,674 | $102,966-26.5% | $90,281-16.2% | $152,861-50.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.15% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,725 | $3,139+50.5% | $2,854+65.5% | $4,762-0.8% |
| Participant deferral / active EE | $4,725 | $4,281+10.4% | $3,885+21.6% | $5,850-19.2% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |