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 | $131,130 | $105,998+23.7% | $92,233+42.2% | $147,584-11.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.01% | 50.05%-37.0pp | 176.28%-163.3pp | 578.55%-565.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,836 | $4,478+52.7% | $3,897+75.4% | $5,439+25.7% |
| Admin fee / account holder | $8 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |