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 | $43,805 | $103,376-57.6% | $87,100-49.7% | $152,861-71.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.85% | 28.10%-1.3pp | 28.19%-1.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $5,725 | $3,220+77.8% | $2,521+127.1% | $4,762+20.2% |
| Participant deferral / active EE | $14,849 | $4,778+210.8% | $4,049+266.8% | $5,850+153.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |