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 | $60,629 | $202,432-70.0% | $169,368-64.2% | $139,434-56.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.79% | 531.74%-513.0pp | 405.60%-386.8pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,209 | $4,692-74.2% | $4,013-69.9% | $4,751-74.5% |
| Participant deferral / active EE | $12,500 | $6,938+80.2% | $6,221+100.9% | $6,710+86.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |