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 10-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 | $76,902 | $158,398-51.5% | $126,539-39.2% | $142,382-46.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.62% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,462 | $4,650-47.0% | $3,674-33.0% | $4,299-42.7% |
| Participant deferral / active EE | $7,329 | $4,767+53.8% | $4,083+79.5% | $6,507+12.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |