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 | $38,434 | $165,335-76.8% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.01% | 348.15%-319.1pp | 276.60%-247.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,222 | $5,103-36.9% | $4,644-30.6% | $4,761-32.3% |
| Participant deferral / active EE | $14,154 | $7,181+97.1% | $6,842+106.9% | $5,982+136.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |