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 | $72,340 | $183,519-60.6% | $155,509-53.5% | $145,922-50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.35% | 61.17%-33.8pp | 64.67%-37.3pp | 561.29%-533.9pp |
| Employer contribution / active EE | $9,947 | $5,313+87.2% | $4,672+112.9% | $4,660+113.5% |
| Participant deferral / active EE | $8,174 | $6,462+26.5% | $5,626+45.3% | $6,688+22.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |