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 | $42,783 | $107,334-60.1% | $92,893-53.9% | $152,861-72.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 46.06% | 145.58%-99.5pp | 109.41%-63.4pp | 345.32%-299.3pp |
| Employer contribution / active EE | $2,430 | $4,221-42.4% | $3,653-33.5% | $4,762-49.0% |
| Participant deferral / active EE | $7,877 | $4,845+62.6% | $4,236+86.0% | $5,850+34.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |