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 | $99,307 | $214,378-53.7% | $200,582-50.5% | $142,382-30.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.46% | 46.41%-13.9pp | 42.33%-9.9pp | 217.08%-184.6pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $20,253 | $9,865+105.3% | $9,331+117.0% | $6,507+211.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |