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 | $47,857 | $165,335-71.1% | $149,696-68.0% | $158,922-69.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.90% | 348.15%-311.2pp | 276.60%-239.7pp | 302.83%-265.9pp |
| Employer contribution / active EE | $14,511 | $5,103+184.4% | $4,644+212.4% | $4,761+204.8% |
| Participant deferral / active EE | $14,604 | $7,181+103.4% | $6,842+113.4% | $5,982+144.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |