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 | $33,832 | $183,963-81.6% | $162,163-79.1% | $152,861-77.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.03% | 150.76%-115.7pp | 115.59%-80.6pp | 345.32%-310.3pp |
| Employer contribution / active EE | $2,063 | $6,371-67.6% | $5,614-63.2% | $4,762-56.7% |
| Participant deferral / active EE | $12,667 | $8,034+57.7% | $7,298+73.6% | $5,850+116.5% |
| Admin fee / account holder | $76 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |