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 | $57,162 | $102,604-44.3% | $86,188-33.7% | $139,434-59.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 55.41% | 1922.51%-1867.1pp | 1168.45%-1113.0pp | 372.94%-317.5pp |
| Employer contribution / active EE | $2,200 | $3,032-27.5% | $2,380-7.6% | $4,751-53.7% |
| Participant deferral / active EE | $10,000 | $4,676+113.9% | $3,985+150.9% | $6,710+49.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |