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 | $68,397 | $162,781-58.0% | $133,956-48.9% | $158,922-57.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.36% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,418 | $4,975-31.3% | $3,919-12.8% | $4,761-28.2% |
| Participant deferral / active EE | $10,171 | $5,911+72.1% | $5,048+101.5% | $5,982+70.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |