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 | $86,467 | $99,020-12.7% | $86,590-0.1% | $147,584-41.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.20% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $9,000 | $3,132+187.4% | $2,839+217.0% | $4,876+84.6% |
| Participant deferral / active EE | $18,000 | $3,972+353.2% | $3,609+398.8% | $5,439+231.0% |
| Admin fee / account holder | $31 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |