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 | $47,853 | $144,119-66.8% | $117,854-59.4% | $147,584-67.6% |
| Participation rate | 95.0% | 83.4%+11.6pp | 79.7%+15.3pp | 82.8%+12.2pp |
| Annual return | 13.82% | 531.15%-517.3pp | 335.08%-321.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,201 | $4,896-55.1% | $3,786-41.9% | $4,876-54.9% |
| Participant deferral / active EE | $2,837 | $5,316-46.6% | $4,482-36.7% | $5,439-47.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |