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 | $31,809 | $115,770-72.5% | $101,248-68.6% | $158,922-80.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.30% | 56.14%-34.8pp | 46.47%-25.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,251 | $4,175-46.1% | $3,660-38.5% | $4,761-52.7% |
| Participant deferral / active EE | $7,540 | $4,957+52.1% | $4,370+72.5% | $5,982+26.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |