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 | $46,656 | $90,348-48.4% | $75,972-38.6% | $145,922-68.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 620.88%-605.3pp | 359.55%-344.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,706 | $3,311+72.3% | $2,685+112.5% | $4,660+22.5% |
| Participant deferral / active EE | $7,776 | $5,162+50.7% | $4,255+82.7% | $6,688+16.3% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |