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 10-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 | $137,830 | $74,888+84.0% | $71,209+93.6% | $142,382-3.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 58.31% | 345.14%-286.8pp | 282.51%-224.2pp | 217.08%-158.8pp |
| Employer contribution / active EE | $11,747 | $2,854+311.6% | $2,721+331.7% | $4,299+173.2% |
| Participant deferral / active EE | $3,719 | $4,454-16.5% | $4,175-10.9% | $6,507-42.9% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |