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 | $43,860 | $209,411-79.1% | $178,490-75.4% | $158,922-72.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 170.43% | 188.75%-18.3pp | 151.07%+19.4pp | 302.83%-132.4pp |
| Employer contribution / active EE | $1,319 | $5,706-76.9% | $5,011-73.7% | $4,761-72.3% |
| Participant deferral / active EE | $5,870 | $5,954-1.4% | $5,202+12.9% | $5,982-1.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |