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 | $37,244 | $135,635-72.5% | $110,238-66.2% | $135,375-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 16.28% | 513.19%-496.9pp | 314.74%-298.5pp | 519.73%-503.5pp |
| Employer contribution / active EE | $7,024 | $4,906+43.2% | $3,826+83.6% | $4,779+47.0% |
| Participant deferral / active EE | $6,385 | $5,506+16.0% | $4,672+36.7% | $5,609+13.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |