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 | $59,465 | $157,256-62.2% | $141,162-57.9% | $152,861-61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 61.36% | 64.32%-3.0pp | 71.39%-10.0pp | 345.32%-284.0pp |
| Employer contribution / active EE | $23,600 | $5,261+348.6% | $4,735+398.4% | $4,762+395.6% |
| Participant deferral / active EE | $19,000 | $7,109+167.3% | $6,709+183.2% | $5,850+224.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |