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 | $84,625 | $87,540-3.3% | $75,781+11.7% | $125,391-32.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2304.28% | 13.48%+2290.8pp | 9.68%+2294.6pp | 282.22%+2022.1pp |
| Employer contribution / active EE | $2,374 | $3,930-39.6% | $3,323-28.6% | $4,866-51.2% |
| Participant deferral / active EE | $8,078 | $4,229+91.0% | $3,651+121.2% | $5,352+51.0% |
| Admin fee / account holder | $67 | $6,502-99.0% | $5,299-98.7% | $9,540-99.3% |