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 | $44,948 | $150,440-70.1% | $136,294-67.0% | $147,584-69.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.86% | 1049.08%-1017.2pp | 5155.94%-5124.1pp | 578.55%-546.7pp |
| Employer contribution / active EE | $14,882 | $5,256+183.1% | $4,695+216.9% | $4,876+205.2% |
| Participant deferral / active EE | $12,824 | $6,630+93.4% | $6,247+105.3% | $5,439+135.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |