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 | $39,391 | $99,079-60.2% | $77,999-49.5% | $273,961-85.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 254.63% | 217.93%+36.7pp | 425.96%-171.3pp | 41.45%+213.2pp |
| Employer contribution / active EE | $2,993 | $3,308-9.5% | $2,470+21.2% | $4,869-38.5% |
| Participant deferral / active EE | $5,464 | $4,306+26.9% | $3,497+56.3% | $5,287+3.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |