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 10-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 | $84,899 | $129,217-34.3% | $93,406-9.1% | $158,922-46.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 35.71% | 118.21%-82.5pp | 78.05%-42.3pp | 302.83%-267.1pp |
| Employer contribution / active EE | $1,789 | $2,711-34.0% | $2,075-13.8% | $4,761-62.4% |
| Participant deferral / active EE | $2,477 | $3,909-36.6% | $3,126-20.8% | $5,982-58.6% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |