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 | $20,098 | $105,998-81.0% | $92,233-78.2% | $147,584-86.4% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 22.43% | 50.05%-27.6pp | 176.28%-153.9pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,945 | $4,333-55.1% | $3,679-47.2% | $4,876-60.1% |
| Participant deferral / active EE | $7,221 | $4,478+61.3% | $3,897+85.3% | $5,439+32.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |