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 8-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 | $49,880 | $209,832-76.2% | $189,513-73.7% | $167,490-70.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 124.14% | 748.27%-624.1pp | 555.15%-431.0pp | 478.56%-354.4pp |
| Employer contribution / active EE | $1,987 | $6,914-71.3% | $6,162-67.8% | $4,837-58.9% |
| Participant deferral / active EE | $5,811 | $8,935-35.0% | $8,221-29.3% | $6,341-8.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |