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 10-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 | $22,377 | $165,912-86.5% | $122,332-81.7% | $147,584-84.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.11% | 34.55%-12.4pp | 30.27%-8.2pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,744 | $5,754-52.3% | $4,050-32.3% | $4,876-43.7% |
| Participant deferral / active EE | $10,253 | $4,005+156.0% | $3,287+211.9% | $5,439+88.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |