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 | $73,457 | $175,202-58.1% | $149,673-50.9% | $139,434-47.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.76% | 166.71%-145.9pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,449 | $5,474-55.3% | $4,818-49.2% | $4,751-48.4% |
| Participant deferral / active EE | $9,340 | $6,519+43.3% | $5,680+64.4% | $6,710+39.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |