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 9-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 | $19,999 | $113,339-82.4% | $94,993-78.9% | $147,584-86.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 37.34% | 20.77%+16.6pp | 27.12%+10.2pp | 578.55%-541.2pp |
| Employer contribution / active EE | $6,065 | $3,160+91.9% | $2,603+132.9% | $4,876+24.4% |
| Participant deferral / active EE | $4,974 | $3,777+31.7% | $3,317+50.0% | $5,439-8.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |