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 7-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 | $28,175 | $95,971-70.6% | $74,550-62.2% | $135,375-79.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 20.28% | 56.96%-36.7pp | 32.53%-12.2pp | 519.73%-499.4pp |
| Employer contribution / active EE | $2,290 | $2,716-15.7% | $1,961+16.8% | $4,779-52.1% |
| Participant deferral / active EE | $6,422 | $3,843+67.1% | $3,108+106.6% | $5,609+14.5% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |