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 7-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 | $27,938 | $155,788-82.1% | $124,672-77.6% | $167,490-83.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.95% | 17.97%+3.0pp | 5142.93%-5122.0pp | 478.56%-457.6pp |
| Employer contribution / active EE | $5,892 | $4,163+41.5% | $3,324+77.3% | $4,837+21.8% |
| Participant deferral / active EE | $6,450 | $5,673+13.7% | $4,614+39.8% | $6,341+1.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |