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 | $27,900 | $107,934-74.2% | $91,989-69.7% | $152,861-81.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 33.64% | 89.24%-55.6pp | 69.02%-35.4pp | 345.32%-311.7pp |
| Employer contribution / active EE | $4,081 | $4,210-3.1% | $3,452+18.2% | $4,762-14.3% |
| Participant deferral / active EE | $10,020 | $6,364+57.4% | $5,923+69.2% | $5,850+71.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |