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 5-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 | $64,643 | $183,519-64.8% | $155,509-58.4% | $145,922-55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.68% | 61.17%-31.5pp | 64.67%-35.0pp | 561.29%-531.6pp |
| Employer contribution / active EE | $2,772 | $5,313-47.8% | $4,672-40.7% | $4,660-40.5% |
| Participant deferral / active EE | $2,507 | $6,462-61.2% | $5,626-55.4% | $6,688-62.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |