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 | $70,876 | $58,208+21.8% | $81,812-13.4% | $80,856-12.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 50.32% | 41.66%+8.7pp | 773.79%-723.5pp | 35.59%+14.7pp |
| Employer contribution / active EE | $9,431 | $2,340+303.1% | $2,912+223.8% | $2,755+242.4% |
| Participant deferral / active EE | $15,184 | $3,281+362.8% | $4,319+251.6% | $4,296+253.5% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |