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 | $54,178 | $105,998-48.9% | $92,233-41.3% | $147,584-63.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.93% | 50.05%-22.1pp | 176.28%-148.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $13,082 | $4,333+201.9% | $3,679+255.6% | $4,876+168.3% |
| Participant deferral / active EE | $6,243 | $4,478+39.4% | $3,897+60.2% | $5,439+14.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |