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 | $79,918 | $217,402-63.2% | $185,823-57.0% | $167,490-52.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.19% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,581 | $5,873-56.1% | $5,167-50.1% | $4,837-46.6% |
| Participant deferral / active EE | $10,376 | $6,356+63.2% | $5,568+86.3% | $6,341+63.6% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |