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 | $88,948 | $126,574-29.7% | $106,213-16.3% | $145,922-39.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.33% | 224.79%-209.5pp | 116.14%-100.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,266 | $3,730-66.1% | $3,171-60.1% | $4,660-72.8% |
| Participant deferral / active EE | $16,480 | $5,724+187.9% | $5,016+228.6% | $6,688+146.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |