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 | $86,162 | $90,348-4.6% | $75,972+13.4% | $145,922-41.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.41% | 620.88%-610.5pp | 359.55%-349.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,745 | $3,311-17.1% | $2,685+2.2% | $4,660-41.1% |
| Participant deferral / active EE | $9,512 | $5,162+84.3% | $4,255+123.5% | $6,688+42.2% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |