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 | $52,673 | $109,327-51.8% | $89,391-41.1% | $158,922-66.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.12% | 345.68%-325.6pp | 245.62%-225.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,146 | $3,170-32.3% | $2,586-17.0% | $4,761-54.9% |
| Participant deferral / active EE | $7,643 | $4,598+66.2% | $3,890+96.5% | $5,982+27.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |