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 | $35,316 | $183,963-80.8% | $162,163-78.2% | $152,861-76.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 41.44% | 150.76%-109.3pp | 115.59%-74.1pp | 345.32%-303.9pp |
| Employer contribution / active EE | $1,799 | $6,371-71.8% | $5,614-67.9% | $4,762-62.2% |
| Participant deferral / active EE | $9,544 | $8,034+18.8% | $7,298+30.8% | $5,850+63.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |