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 | $20,740 | $106,890-80.6% | $84,015-75.3% | $152,861-86.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 33.43% | 104.99%-71.6pp | 71.31%-37.9pp | 345.32%-311.9pp |
| Employer contribution / active EE | $1,241 | $2,734-54.6% | $1,983-37.4% | $4,762-73.9% |
| Participant deferral / active EE | $9,041 | $4,011+125.4% | $3,239+179.2% | $5,850+54.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |