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 | $29,824 | $116,175-74.3% | $93,606-68.1% | $152,861-80.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 47.52% | 35.96%+11.6pp | 32.76%+14.8pp | 345.32%-297.8pp |
| Employer contribution / active EE | $1,217 | $3,218-62.2% | $2,718-55.2% | $4,762-74.4% |
| Participant deferral / active EE | $3,608 | $4,603-21.6% | $4,069-11.3% | $5,850-38.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |