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 10-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 | $59,986 | $105,998-43.4% | $92,233-35.0% | $147,584-59.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.27% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,970 | $4,333-31.4% | $3,679-19.3% | $4,876-39.1% |
| Participant deferral / active EE | $8,747 | $4,478+95.3% | $3,897+124.5% | $5,439+60.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |