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 | $77,220 | $105,998-27.1% | $92,233-16.3% | $147,584-47.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.91% | 50.05%-23.1pp | 176.28%-149.4pp | 578.55%-551.6pp |
| Employer contribution / active EE | $12,677 | $4,333+192.6% | $3,679+244.5% | $4,876+160.0% |
| Participant deferral / active EE | $9,356 | $4,478+108.9% | $3,897+140.1% | $5,439+72.0% |
| Admin fee / account holder | $112 | $6,332-98.2% | $5,194-97.9% | $10,885-99.0% |