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 | $77,913 | $115,770-32.7% | $101,248-23.0% | $158,922-51.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.99% | 56.14%-36.2pp | 46.47%-26.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,097 | $4,175-49.8% | $3,660-42.7% | $4,761-56.0% |
| Participant deferral / active EE | $2,000 | $4,957-59.7% | $4,370-54.2% | $5,982-66.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |