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 | $62,808 | $112,881-44.4% | $90,951-30.9% | $158,922-60.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.97% | 215.79%-197.8pp | 134.60%-116.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $727 | $2,893-74.9% | $2,122-65.8% | $4,761-84.7% |
| Participant deferral / active EE | $8,604 | $4,128+108.5% | $3,373+155.1% | $5,982+43.8% |
| Admin fee / account holder | $1 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |