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 | $40,597 | $114,047-64.4% | $96,139-57.8% | $167,490-75.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.44% | 189.88%-173.4pp | 191.94%-175.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,266 | $3,427+53.7% | $2,797+88.3% | $4,837+8.8% |
| Participant deferral / active EE | $10,650 | $5,194+105.1% | $4,349+144.9% | $6,341+67.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |