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 | $50,126 | $105,181-52.3% | $159,436-68.6% | $85,850-41.6% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 15.95% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $704 | $3,318-78.8% | $4,829-85.4% | $2,565-72.5% |
| Participant deferral / active EE | $6,299 | $5,945+6.0% | $7,352-14.3% | $3,952+59.4% |
| Admin fee / account holder | $10 | $6,933-99.9% | $10,799-99.9% | $6,260-99.8% |