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 | $23,010 | $104,251-77.9% | $91,001-74.7% | $147,584-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.01% | 27.06%-7.1pp | 4.60%+15.4pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,996 | $3,116+28.2% | $2,456+62.7% | $4,876-18.1% |
| Participant deferral / active EE | $3,996 | $4,195-4.8% | $3,547+12.6% | $5,439-26.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |