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 6-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 | $42,003 | $226,064-81.4% | $182,532-77.0% | $152,861-72.5% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.0%-1.5pp | 82.4%-6.0pp |
| Annual return | 43.13% | 192.51%-149.4pp | 148.54%-105.4pp | 345.32%-302.2pp |
| Employer contribution / active EE | $1,413 | $4,978-71.6% | $4,076-65.3% | $4,762-70.3% |
| Participant deferral / active EE | $7,477 | $6,368+17.4% | $5,524+35.3% | $5,850+27.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |