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 | $94,815 | $108,642-12.7% | $74,701+26.9% | $152,861-38.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 25.85% | 114.06%-88.2pp | 752.92%-727.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,600 | $1,503+73.0% | $1,084+139.9% | $4,762-45.4% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $26 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |