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 | $17,072 | $114,047-85.0% | $96,139-82.2% | $167,490-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 29.86% | 189.88%-160.0pp | 191.94%-162.1pp | 478.56%-448.7pp |
| Employer contribution / active EE | $2,882 | $3,427-15.9% | $2,797+3.0% | $4,837-40.4% |
| Participant deferral / active EE | $10,376 | $5,194+99.8% | $4,349+138.6% | $6,341+63.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |