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 8-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 | $57,480 | $152,587-62.3% | $125,175-54.1% | $152,861-62.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 50.49% | 54.84%-4.3pp | 43.79%+6.7pp | 345.32%-294.8pp |
| Employer contribution / active EE | $22,233 | $4,946+349.5% | $3,865+475.2% | $4,762+366.8% |
| Participant deferral / active EE | $15,735 | $5,868+168.2% | $4,937+218.7% | $5,850+169.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |