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 | $50,628 | $226,064-77.6% | $182,532-72.3% | $152,861-66.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.60% | 192.51%-165.9pp | 148.54%-121.9pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,058 | $4,978-78.8% | $4,076-74.1% | $4,762-77.8% |
| Participant deferral / active EE | $3,525 | $6,368-44.6% | $5,524-36.2% | $5,850-39.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |