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 | $28,192 | $107,334-73.7% | $92,893-69.7% | $152,861-81.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 41.83% | 145.58%-103.8pp | 109.41%-67.6pp | 345.32%-303.5pp |
| Employer contribution / active EE | $10,758 | $4,221+154.9% | $3,653+194.5% | $4,762+125.9% |
| Participant deferral / active EE | $8,475 | $4,845+74.9% | $4,236+100.1% | $5,850+44.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |