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 | $28,575 | $109,817-74.0% | $98,442-71.0% | $167,490-82.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 33.24% | 1956.69%-1923.4pp | 1492.73%-1459.5pp | 478.56%-445.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,080 | $4,673-76.9% | $4,276-74.7% | $6,341-83.0% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |