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 7-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 | $9,935 | $100,852-90.1% | $90,404-89.0% | $158,922-93.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 97.29% | 1724.20%-1626.9pp | 1293.02%-1195.7pp | 302.83%-205.5pp |
| Employer contribution / active EE | $1,801 | $3,689-51.2% | $3,262-44.8% | $4,761-62.2% |
| Participant deferral / active EE | $3,340 | $4,348-23.2% | $3,963-15.7% | $5,982-44.2% |
| Admin fee / account holder | $40 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |