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 8-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 | $100,577 | $118,849-15.4% | $96,562+4.2% | $167,490-40.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 97.03% | 50.49%+46.5pp | 37.78%+59.2pp | 478.56%-381.5pp |
| Employer contribution / active EE | $9,874 | $3,120+216.5% | $2,356+319.0% | $4,837+104.1% |
| Participant deferral / active EE | $3,900 | $4,616-15.5% | $3,849+1.3% | $6,341-38.5% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |