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 8-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 | $44,078 | $176,056-75.0% | $159,436-72.4% | $167,490-73.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.75% | 331.75%-296.0pp | 263.57%-227.8pp | 478.56%-442.8pp |
| Employer contribution / active EE | $4,056 | $5,297-23.4% | $4,829-16.0% | $4,837-16.1% |
| Participant deferral / active EE | $9,608 | $7,750+24.0% | $7,352+30.7% | $6,341+51.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |