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 | $30,937 | $107,334-71.2% | $92,893-66.7% | $152,861-79.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.64% | 145.58%-114.9pp | 109.41%-78.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $2,278 | $4,221-46.0% | $3,653-37.6% | $4,762-52.2% |
| Participant deferral / active EE | $13,459 | $4,845+177.8% | $4,236+217.7% | $5,850+130.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |