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 | $20,408 | $106,890-80.9% | $84,015-75.7% | $152,861-86.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 36.94% | 104.99%-68.1pp | 71.31%-34.4pp | 345.32%-308.4pp |
| Employer contribution / active EE | $1,141 | $2,734-58.3% | $1,983-42.5% | $4,762-76.0% |
| Participant deferral / active EE | $10,626 | $4,011+164.9% | $3,239+228.1% | $5,850+81.6% |
| Admin fee / account holder | $100 | $8,285-98.8% | $6,101-98.4% | $11,596-99.1% |