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 | $19,731 | $115,770-83.0% | $101,248-80.5% | $158,922-87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.77% | 56.14%-46.4pp | 46.47%-36.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,844 | $4,175-55.8% | $3,660-49.6% | $4,761-61.3% |
| Participant deferral / active EE | $4,151 | $4,957-16.3% | $4,370-5.0% | $5,982-30.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |