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 7-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 | $52,452 | $100,773-48.0% | $88,946-41.0% | $142,382-63.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.75% | 70.18%-45.4pp | 57.82%-33.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $3,953 | $2,918+35.5% | $2,555+54.7% | $4,299-8.1% |
| Participant deferral / active EE | $10,147 | $5,230+94.0% | $4,581+121.5% | $6,507+55.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |