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 | $18,160 | $77,419-76.5% | $69,455-73.9% | $152,861-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.08% | 39.06%-19.0pp | 28.97%-8.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,837 | $3,315+15.7% | $2,779+38.1% | $4,762-19.4% |
| Participant deferral / active EE | $10,011 | $4,414+126.8% | $3,535+183.2% | $5,850+71.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |