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 | $51,825 | $74,888-30.8% | $71,209-27.2% | $142,382-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.53% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,544 | $2,854-10.9% | $2,721-6.5% | $4,299-40.8% |
| Participant deferral / active EE | $6,041 | $4,454+35.6% | $4,175+44.7% | $6,507-7.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |