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 6-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 | $42,229 | $108,919-61.2% | $100,391-57.9% | $145,922-71.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.62% | 57.88%-37.3pp | 49.20%-28.6pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,870 | $4,419-57.7% | $3,942-52.6% | $4,660-59.9% |
| Participant deferral / active EE | $4,603 | $8,445-45.5% | $8,082-43.1% | $6,688-31.2% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |