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 | $50,686 | $96,635-47.5% | $86,612-41.5% | $139,434-63.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.23% | 106.41%-80.2pp | 591.07%-564.8pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,274 | $3,263-60.9% | $3,022-57.8% | $4,751-73.2% |
| Participant deferral / active EE | $13,744 | $4,836+184.2% | $4,438+209.7% | $6,710+104.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |