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 | $20,921 | $56,114-62.7% | $96,139-78.2% | $85,850-75.6% |
| Participation rate | 92.9% | 56.7%+36.1pp | 68.4%+24.4pp | 69.3%+23.5pp |
| Annual return | 604.16% | 42.30%+561.9pp | 191.94%+412.2pp | 318.53%+285.6pp |
| Employer contribution / active EE | $4,260 | $1,620+163.0% | $2,797+52.3% | $2,565+66.1% |
| Participant deferral / active EE | $7,471 | $2,859+161.3% | $4,349+71.8% | $3,952+89.1% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |