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 3-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 | $30,771 | $88,751-65.3% | $81,812-62.4% | $145,922-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.37% | 1025.40%-1002.0pp | 773.79%-750.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $8,615 | $3,083+179.4% | $2,912+195.8% | $4,660+84.9% |
| Participant deferral / active EE | $8,564 | $4,643+84.4% | $4,319+98.3% | $6,688+28.1% |
| Admin fee / account holder | $231 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |