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 10-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 | $49,692 | $99,020-49.8% | $86,590-42.6% | $147,584-66.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.19% | 1312.34%-1297.1pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,123 | $3,132-64.1% | $2,839-60.4% | $4,876-77.0% |
| Participant deferral / active EE | $2,054 | $3,972-48.3% | $3,609-43.1% | $5,439-62.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |