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 | $22,340 | $109,817-79.7% | $98,442-77.3% | $167,490-86.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.83% | 1956.69%-1927.9pp | 1492.73%-1463.9pp | 478.56%-449.7pp |
| Employer contribution / active EE | $4,710 | $3,224+46.1% | $2,960+59.1% | $4,837-2.6% |
| Participant deferral / active EE | $6,315 | $4,673+35.1% | $4,276+47.7% | $6,341-0.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |