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 8-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 | $53,213 | $183,963-71.1% | $162,163-67.2% | $152,861-65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.68% | 150.76%-114.1pp | 115.59%-78.9pp | 345.32%-308.6pp |
| Employer contribution / active EE | $14,688 | $6,371+130.6% | $5,614+161.6% | $4,762+208.4% |
| Participant deferral / active EE | $8,952 | $8,034+11.4% | $7,298+22.7% | $5,850+53.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |