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 6-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 | $42,842 | $175,202-75.5% | $149,673-71.4% | $139,434-69.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,559 | $5,474-16.7% | $4,818-5.4% | $4,751-4.0% |
| Participant deferral / active EE | $11,250 | $6,519+72.6% | $5,680+98.1% | $6,710+67.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |