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 | $135,031 | $105,998+27.4% | $92,233+46.4% | $147,584-8.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.68% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $23,792 | $4,333+449.1% | $3,679+546.6% | $4,876+387.9% |
| Participant deferral / active EE | $14,212 | $4,478+217.4% | $3,897+264.7% | $5,439+161.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |