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 5-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 | $81,871 | $111,724-26.7% | $93,606-12.5% | $145,922-43.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 22.96% | 202.98%-180.0pp | 133.20%-110.2pp | 561.29%-538.3pp |
| Employer contribution / active EE | $4,000 | $3,090+29.5% | $2,420+65.3% | $4,660-14.2% |
| Participant deferral / active EE | $10,700 | $4,912+117.8% | $4,411+142.6% | $6,688+60.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |