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 | $27,495 | $150,440-81.7% | $136,294-79.8% | $147,584-81.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 68.61% | 1049.08%-980.5pp | 5155.94%-5087.3pp | 578.55%-509.9pp |
| Employer contribution / active EE | $2,550 | $5,256-51.5% | $4,695-45.7% | $4,876-47.7% |
| Participant deferral / active EE | $5,124 | $6,630-22.7% | $6,247-18.0% | $5,439-5.8% |
| Admin fee / account holder | $299 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |