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 7-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 | $41,152 | $176,812-76.7% | $146,665-71.9% | $167,490-75.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.70% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,041 | $5,160+17.1% | $4,136+46.0% | $4,837+24.9% |
| Participant deferral / active EE | $9,061 | $6,440+40.7% | $5,506+64.6% | $6,341+42.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |