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 | $33,125 | $150,440-78.0% | $136,294-75.7% | $147,584-77.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 56.42% | 1049.08%-992.7pp | 5155.94%-5099.5pp | 578.55%-522.1pp |
| Employer contribution / active EE | $7,915 | $5,256+50.6% | $4,695+68.6% | $4,876+62.3% |
| Participant deferral / active EE | $7,202 | $6,630+8.6% | $6,247+15.3% | $5,439+32.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |