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 | $92,082 | $154,117-40.3% | $129,995-29.2% | $139,434-34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.37% | 32.48%-8.1pp | -137.18%+161.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $4,357 | $5,289-17.6% | $4,320+0.9% | $4,751-8.3% |
| Participant deferral / active EE | $8,037 | $6,710+19.8% | $5,820+38.1% | $6,710+19.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |