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 | $43,165 | $105,998-59.3% | $92,233-53.2% | $147,584-70.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1076.65% | 50.05%+1026.6pp | 176.28%+900.4pp | 578.55%+498.1pp |
| Employer contribution / active EE | $3,076 | $4,333-29.0% | $3,679-16.4% | $4,876-36.9% |
| Participant deferral / active EE | $2,125 | $4,478-52.5% | $3,897-45.5% | $5,439-60.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |