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 | $36,377 | $183,519-80.2% | $155,509-76.6% | $145,922-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.72% | 61.17%-25.4pp | 64.67%-29.0pp | 561.29%-525.6pp |
| Employer contribution / active EE | $6,924 | $5,313+30.3% | $4,672+48.2% | $4,660+48.6% |
| Participant deferral / active EE | $9,270 | $6,462+43.4% | $5,626+64.8% | $6,688+38.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |