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 | $69,597 | $70,756-1.6% | $65,493+6.3% | $142,382-51.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.70% | 1754.89%-1735.2pp | 982.45%-962.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,463 | $2,881-14.5% | $2,574-4.3% | $4,299-42.7% |
| Participant deferral / active EE | $2,890 | $4,637-37.7% | $3,961-27.0% | $6,507-55.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |