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 5-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 | $37,609 | $81,625-53.9% | $58,482-35.7% | $139,434-73.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 38.62% | 7404.20%-7365.6pp | 4239.32%-4200.7pp | 372.94%-334.3pp |
| Employer contribution / active EE | $5,231 | $1,398+274.1% | $1,053+396.7% | $4,751+10.1% |
| Participant deferral / active EE | $8,950 | $2,557+250.1% | $1,924+365.2% | $6,710+33.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |