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 4-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 | $39,759 | $88,751-55.2% | $81,812-51.4% | $145,922-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.49% | 1025.40%-1003.9pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,763 | $3,083+86.9% | $2,912+97.9% | $4,660+23.7% |
| Participant deferral / active EE | $10,795 | $4,643+132.5% | $4,319+150.0% | $6,688+61.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |