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 8-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 | $20,317 | $176,662-88.5% | $130,648-84.4% | $152,861-86.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 36.89% | 2692.24%-2655.3pp | 1708.96%-1672.1pp | 345.32%-308.4pp |
| Employer contribution / active EE | $4,484 | $5,742-21.9% | $4,092+9.6% | $4,762-5.9% |
| Participant deferral / active EE | $6,881 | $4,361+57.8% | $3,603+91.0% | $5,850+17.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |