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 9-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 | $43,466 | $110,809-60.8% | $86,874-50.0% | $167,490-74.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.54% | 116.98%-106.4pp | 63.52%-53.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,569 | $3,244-20.8% | $2,495+2.9% | $4,837-46.9% |
| Participant deferral / active EE | $8,579 | $4,546+88.7% | $3,699+131.9% | $6,341+35.3% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |