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 8-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 | $62,891 | $210,648-70.1% | $177,989-64.7% | $145,922-56.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.10% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,594 | $4,565-43.2% | $3,949-34.3% | $4,660-44.3% |
| Participant deferral / active EE | $11,324 | $6,958+62.8% | $6,276+80.4% | $6,688+69.3% |
| Admin fee / account holder | $50 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |