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 9-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 | $84,722 | $81,632+3.8% | $70,449+20.3% | $158,922-46.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.37% | 208.40%-168.0pp | 109.03%-68.7pp | 302.83%-262.5pp |
| Employer contribution / active EE | $8,400 | $3,217+161.1% | $2,737+207.0% | $4,761+76.4% |
| Participant deferral / active EE | $8,400 | $4,554+84.5% | $3,709+126.5% | $5,982+40.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |