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 | $85,627 | $111,724-23.4% | $93,606-8.5% | $145,922-41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.15% | 202.98%-174.8pp | 133.20%-105.0pp | 561.29%-533.1pp |
| Employer contribution / active EE | $2,208 | $3,090-28.5% | $2,420-8.7% | $4,660-52.6% |
| Participant deferral / active EE | $10,167 | $4,912+107.0% | $4,411+130.5% | $6,688+52.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |