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 | $28,509 | $157,256-81.9% | $141,162-79.8% | $152,861-81.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 91.62% | 64.32%+27.3pp | 71.39%+20.2pp | 345.32%-253.7pp |
| Employer contribution / active EE | $2,512 | $5,261-52.3% | $4,735-46.9% | $4,762-47.3% |
| Participant deferral / active EE | $11,928 | $7,109+67.8% | $6,709+77.8% | $5,850+103.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |