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 | $68,503 | $109,327-37.3% | $89,391-23.4% | $158,922-56.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.32% | 345.68%-331.4pp | 245.62%-231.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $816 | $3,170-74.3% | $2,586-68.4% | $4,761-82.9% |
| Participant deferral / active EE | $1,632 | $4,598-64.5% | $3,890-58.0% | $5,982-72.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |