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 5-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 | $184,531 | $70,756+160.8% | $65,493+181.8% | $142,382+29.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 65.18% | 1754.89%-1689.7pp | 982.45%-917.3pp | 217.08%-151.9pp |
| Employer contribution / active EE | $7,977 | $2,881+176.9% | $2,574+209.9% | $4,299+85.6% |
| Participant deferral / active EE | $20,854 | $4,637+349.7% | $3,961+426.5% | $6,507+220.5% |
| Admin fee / account holder | $167 | $6,559-97.5% | $5,028-96.7% | $12,624-98.7% |