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 | $32,070 | $142,344-77.5% | $119,609-73.2% | $134,475-76.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 125.23% | -12.44%+137.7pp | -14.97%+140.2pp | 417.96%-292.7pp |
| Employer contribution / active EE | $12,260 | $5,222+134.8% | $4,232+189.7% | $4,740+158.7% |
| Participant deferral / active EE | $3,527 | $6,469-45.5% | $5,602-37.0% | $6,400-44.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |