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 | $50,179 | $228,332-78.0% | $185,823-73.0% | $158,922-68.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 32.09% | 40.80%-8.7pp | 35.95%-3.9pp | 302.83%-270.7pp |
| Employer contribution / active EE | $4,511 | $4,967-9.2% | $4,087+10.4% | $4,761-5.2% |
| Participant deferral / active EE | $9,695 | $6,415+51.1% | $5,632+72.1% | $5,982+62.1% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |