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 | $31,060 | $116,175-73.3% | $93,606-66.8% | $152,861-79.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 30.60% | 35.96%-5.4pp | 32.76%-2.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $6,512 | $3,218+102.4% | $2,718+139.6% | $4,762+36.7% |
| Participant deferral / active EE | $9,228 | $4,603+100.5% | $4,069+126.8% | $5,850+57.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |