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 | $24,123 | $70,756-65.9% | $65,493-63.2% | $142,382-83.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.35% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,410 | $2,881-16.3% | $2,574-6.4% | $4,299-43.9% |
| Participant deferral / active EE | $1,800 | $4,637-61.2% | $3,961-54.6% | $6,507-72.3% |
| Admin fee / account holder | $10 | $6,559-99.8% | $5,028-99.8% | $12,624-99.9% |