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 | $32,314 | $99,020-67.4% | $86,590-62.7% | $147,584-78.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 98.76% | 1312.34%-1213.6pp | 964.84%-866.1pp | 578.55%-479.8pp |
| Employer contribution / active EE | $3,427 | $3,132+9.4% | $2,839+20.7% | $4,876-29.7% |
| Participant deferral / active EE | $5,745 | $3,972+44.6% | $3,609+59.2% | $5,439+5.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |