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 5-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 | $175,744 | $176,812-0.6% | $146,665+19.8% | $167,490+4.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 853.75% | 24.03%+829.7pp | 22.74%+831.0pp | 478.56%+375.2pp |
| Employer contribution / active EE | $16,392 | $5,160+217.7% | $4,136+296.3% | $4,837+238.9% |
| Participant deferral / active EE | $3,250 | $6,440-49.5% | $5,506-41.0% | $6,341-48.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |