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 | $30,525 | $107,934-71.7% | $91,989-66.8% | $152,861-80.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 46.48% | 89.24%-42.8pp | 69.02%-22.5pp | 345.32%-298.8pp |
| Employer contribution / active EE | $2,965 | $4,210-29.6% | $3,452-14.1% | $4,762-37.8% |
| Participant deferral / active EE | $12,702 | $6,364+99.6% | $5,923+114.4% | $5,850+117.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |