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 7-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 | $117,984 | $202,432-41.7% | $169,368-30.3% | $139,434-15.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.63% | 531.74%-502.1pp | 405.60%-376.0pp | 372.94%-343.3pp |
| Employer contribution / active EE | $2,881 | $4,692-38.6% | $4,013-28.2% | $4,751-39.4% |
| Participant deferral / active EE | $25,500 | $6,938+267.5% | $6,221+309.9% | $6,710+280.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |