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 | $63,079 | $158,398-60.2% | $126,539-50.2% | $142,382-55.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 34.68% | 593.76%-559.1pp | 425.95%-391.3pp | 217.08%-182.4pp |
| Employer contribution / active EE | $6,771 | $4,650+45.6% | $3,674+84.3% | $4,299+57.5% |
| Participant deferral / active EE | $13,786 | $4,767+189.2% | $4,083+237.7% | $6,507+111.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |