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 7-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 | $41,784 | $115,770-63.9% | $101,248-58.7% | $158,922-73.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.95% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $12,521 | $4,175+199.9% | $3,660+242.1% | $4,761+163.0% |
| Participant deferral / active EE | $9,397 | $4,957+89.6% | $4,370+115.0% | $5,982+57.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |