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 | $33,488 | $168,632-80.1% | $147,614-77.3% | $125,391-73.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.12% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $9,000 | $6,252+43.9% | $5,564+61.7% | $4,866+85.0% |
| Participant deferral / active EE | $20,377 | $5,507+270.0% | $4,895+316.3% | $5,352+280.8% |
| Admin fee / account holder | $1 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |