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 | $9,929 | $102,966-90.4% | $90,281-89.0% | $152,861-93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 88.10% | 95.16%-7.1pp | 78.10%+10.0pp | 345.32%-257.2pp |
| Employer contribution / active EE | $1,500 | $3,139-52.2% | $2,854-47.4% | $4,762-68.5% |
| Participant deferral / active EE | $5,750 | $4,281+34.3% | $3,885+48.0% | $5,850-1.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |