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 | $54,500 | $162,781-66.5% | $133,956-59.3% | $158,922-65.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.65% | 41.94%-14.3pp | 45.09%-17.4pp | 302.83%-275.2pp |
| Employer contribution / active EE | $4,642 | $4,975-6.7% | $3,919+18.5% | $4,761-2.5% |
| Participant deferral / active EE | $9,379 | $5,911+58.7% | $5,048+85.8% | $5,982+56.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |