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 4-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 | $61,001 | $210,648-71.0% | $177,989-65.7% | $145,922-58.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.49% | 385.86%-361.4pp | 294.48%-270.0pp | 561.29%-536.8pp |
| Employer contribution / active EE | $6,368 | $4,565+39.5% | $3,949+61.3% | $4,660+36.7% |
| Participant deferral / active EE | $14,045 | $6,958+101.9% | $6,276+123.8% | $6,688+110.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |