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 | $26,344 | $107,334-75.5% | $92,893-71.6% | $152,861-82.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 47.09% | 145.58%-98.5pp | 109.41%-62.3pp | 345.32%-298.2pp |
| Employer contribution / active EE | $9,330 | $4,221+121.0% | $3,653+155.4% | $4,762+95.9% |
| Participant deferral / active EE | $9,318 | $4,845+92.3% | $4,236+120.0% | $5,850+59.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |