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 | $45,725 | $176,377-74.1% | $134,143-65.9% | $158,922-71.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.32% | 63.63%-43.3pp | 36.33%-16.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,675 | $5,040-27.1% | $3,704-0.8% | $4,761-22.8% |
| Participant deferral / active EE | $4,593 | $4,091+12.3% | $3,499+31.3% | $5,982-23.2% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |