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 6-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 | $13,314 | $109,817-87.9% | $98,442-86.5% | $167,490-92.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 48.04% | 1956.69%-1908.7pp | 1492.73%-1444.7pp | 478.56%-430.5pp |
| Employer contribution / active EE | $3,774 | $3,224+17.1% | $2,960+27.5% | $4,837-22.0% |
| Participant deferral / active EE | $1,773 | $4,673-62.1% | $4,276-58.5% | $6,341-72.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |