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 9-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 | $25,214 | $85,790-70.6% | $67,313-62.5% | $135,375-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 164.22% | -0.54%+164.8pp | -4.08%+168.3pp | 519.73%-355.5pp |
| Employer contribution / active EE | $1,199 | $3,487-65.6% | $2,566-53.3% | $4,779-74.9% |
| Participant deferral / active EE | $3,736 | $4,651-19.7% | $3,568+4.7% | $5,609-33.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |