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 | $25,158 | $124,319-79.8% | $111,297-77.4% | $167,490-85.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 32.25% | 37.44%-5.2pp | 54.65%-22.4pp | 478.56%-446.3pp |
| Employer contribution / active EE | $2,235 | $3,435-34.9% | $2,731-18.2% | $4,837-53.8% |
| Participant deferral / active EE | $5,076 | $5,180-2.0% | $4,487+13.1% | $6,341-20.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |