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 | $35,431 | $105,998-66.6% | $92,233-61.6% | $147,584-76.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 79.38% | 50.05%+29.3pp | 176.28%-96.9pp | 578.55%-499.2pp |
| Employer contribution / active EE | $3,763 | $4,333-13.2% | $3,679+2.3% | $4,876-22.8% |
| Participant deferral / active EE | $7,709 | $4,478+72.2% | $3,897+97.8% | $5,439+41.7% |
| Admin fee / account holder | $230 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |