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 | $33,488 | $202,318-83.4% | $172,739-80.6% | $152,861-78.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 168.59% | 1029.65%-861.1pp | 802.84%-634.2pp | 345.32%-176.7pp |
| Employer contribution / active EE | $1,980 | $5,856-66.2% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $5,238 | $5,948-11.9% | $5,198+0.8% | $5,850-10.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |