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 | $35,148 | $202,318-82.6% | $172,739-79.7% | $152,861-77.0% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 45.18% | 1029.65%-984.5pp | 802.84%-757.7pp | 345.32%-300.1pp |
| Employer contribution / active EE | $1,951 | $5,856-66.7% | $5,143-62.1% | $4,762-59.0% |
| Participant deferral / active EE | $6,289 | $5,948+5.7% | $5,198+21.0% | $5,850+7.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |