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 9-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 | $34,900 | $100,852-65.4% | $90,404-61.4% | $158,922-78.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 31.33% | 1724.20%-1692.9pp | 1293.02%-1261.7pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,088 | $3,689-43.4% | $3,262-36.0% | $4,761-56.1% |
| Participant deferral / active EE | $6,893 | $4,348+58.5% | $3,963+73.9% | $5,982+15.2% |
| Admin fee / account holder | $87 | $6,501-98.7% | $5,611-98.5% | $11,246-99.2% |