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 3-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 | $30,354 | $117,841-74.2% | $102,423-70.4% | $145,922-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 38.65% | 31.65%+7.0pp | 29.32%+9.3pp | 561.29%-522.6pp |
| Employer contribution / active EE | $7,632 | $3,615+111.1% | $3,023+152.4% | $4,660+63.8% |
| Participant deferral / active EE | $7,921 | $5,731+38.2% | $5,053+56.8% | $6,688+18.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |