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 | $33,869 | $111,301-69.6% | $112,977-70.0% | $158,922-78.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 36.01% | 26.40%+9.6pp | 24.24%+11.8pp | 302.83%-266.8pp |
| Employer contribution / active EE | $2,367 | $4,471-47.1% | $4,255-44.4% | $4,761-50.3% |
| Participant deferral / active EE | $2,415 | $5,880-58.9% | $5,836-58.6% | $5,982-59.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |