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 | $73,248 | $150,187-51.2% | $120,354-39.1% | $145,922-49.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.93% | 154.07%-140.1pp | 107.15%-93.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $6,164 | $4,348+41.8% | $3,463+78.0% | $4,660+32.3% |
| Participant deferral / active EE | $11,554 | $6,173+87.2% | $4,991+131.5% | $6,688+72.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |