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 3-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 | $23,241 | $70,756-67.2% | $65,493-64.5% | $142,382-83.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 121.33% | 1754.89%-1633.6pp | 982.45%-861.1pp | 217.08%-95.7pp |
| Employer contribution / active EE | $1,352 | $2,881-53.1% | $2,574-47.5% | $4,299-68.6% |
| Participant deferral / active EE | $9,078 | $4,637+95.8% | $3,961+129.2% | $6,507+39.5% |
| Admin fee / account holder | $65 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |