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 6-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 | $35,735 | $109,817-67.5% | $98,442-63.7% | $167,490-78.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 39.99% | 1956.69%-1916.7pp | 1492.73%-1452.7pp | 478.56%-438.6pp |
| Employer contribution / active EE | $7,871 | $3,224+144.1% | $2,960+165.9% | $4,837+62.7% |
| Participant deferral / active EE | $14,591 | $4,673+212.2% | $4,276+241.2% | $6,341+130.1% |
| Admin fee / account holder | $31 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |