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 3-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 | $8,636 | $76,738-88.7% | $56,411-84.7% | $145,922-94.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 68.98% | 2994.23%-2925.2pp | 1701.33%-1632.4pp | 561.29%-492.3pp |
| Employer contribution / active EE | $2,186 | $1,380+58.4% | $1,039+110.5% | $4,660-53.1% |
| Participant deferral / active EE | $2,686 | $2,623+2.4% | $1,952+37.6% | $6,688-59.8% |
| Admin fee / account holder | $30 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |