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 4-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 | $54,765 | $190,805-71.3% | $159,960-65.8% | $134,475-59.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.31% | 552.23%-550.9pp | 408.60%-407.3pp | 417.96%-416.7pp |
| Employer contribution / active EE | $3,000 | $4,995-39.9% | $4,226-29.0% | $4,740-36.7% |
| Participant deferral / active EE | $24,833 | $6,923+258.7% | $6,182+301.7% | $6,400+288.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |