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 | $142,298 | $183,519-22.5% | $155,509-8.5% | $145,922-2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.88% | 61.17%-33.3pp | 64.67%-36.8pp | 561.29%-533.4pp |
| Employer contribution / active EE | $3,238 | $5,313-39.1% | $4,672-30.7% | $4,660-30.5% |
| Participant deferral / active EE | $8,039 | $6,462+24.4% | $5,626+42.9% | $6,688+20.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |