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 9-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 | $99,770 | $107,791-7.4% | $90,645+10.1% | $135,375-26.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 4328.01% | -0.90%+4328.9pp | 1.88%+4326.1pp | 519.73%+3808.3pp |
| Employer contribution / active EE | $8,117 | $3,018+169.0% | $2,532+220.6% | $4,779+69.8% |
| Participant deferral / active EE | $6,960 | $3,872+79.8% | $3,425+103.2% | $5,609+24.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |