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 7-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 | $31,934 | $115,882-72.4% | $100,516-68.2% | $158,922-79.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 75.27% | 34.79%+40.5pp | 30.89%+44.4pp | 302.83%-227.6pp |
| Employer contribution / active EE | $4,443 | $4,103+8.3% | $3,418+30.0% | $4,761-6.7% |
| Participant deferral / active EE | $14,356 | $6,674+115.1% | $6,270+129.0% | $5,982+140.0% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |