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 6-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 | $14,941 | $100,852-85.2% | $90,404-83.5% | $158,922-90.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 248.99% | 1724.20%-1475.2pp | 1293.02%-1044.0pp | 302.83%-53.8pp |
| Employer contribution / active EE | $8,994 | $3,689+143.8% | $3,262+175.7% | $4,761+88.9% |
| Participant deferral / active EE | $3,407 | $4,348-21.6% | $3,963-14.0% | $5,982-43.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |