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 8-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 | $23,374 | $104,907-77.7% | $84,611-72.4% | $152,861-84.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.64% | 373.79%-346.2pp | 258.74%-231.1pp | 345.32%-317.7pp |
| Employer contribution / active EE | $8,755 | $3,302+165.2% | $2,652+230.1% | $4,762+83.8% |
| Participant deferral / active EE | $4,495 | $4,688-4.1% | $3,899+15.3% | $5,850-23.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |