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 | $24,908 | $157,256-84.2% | $141,162-82.4% | $152,861-83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.22% | 64.32%-27.1pp | 71.39%-34.2pp | 345.32%-308.1pp |
| Employer contribution / active EE | $2,003 | $5,261-61.9% | $4,735-57.7% | $4,762-57.9% |
| Participant deferral / active EE | $8,730 | $7,109+22.8% | $6,709+30.1% | $5,850+49.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |