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 4-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 | $44,407 | $201,272-77.9% | $184,203-75.9% | $145,922-69.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 41.77% | 29.00%+12.8pp | 28.81%+13.0pp | 561.29%-519.5pp |
| Employer contribution / active EE | $12,151 | $7,022+73.1% | $6,427+89.1% | $4,660+160.8% |
| Participant deferral / active EE | $13,315 | $9,806+35.8% | $9,131+45.8% | $6,688+99.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |