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 | $27,046 | $74,888-63.9% | $71,209-62.0% | $142,382-81.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.91% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,386 | $2,854+53.7% | $2,721+61.2% | $4,299+2.0% |
| Participant deferral / active EE | $2,686 | $4,454-39.7% | $4,175-35.7% | $6,507-58.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |