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 | $97,903 | $183,963-46.8% | $162,163-39.6% | $152,861-36.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.09% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $13,300 | $6,371+108.8% | $5,614+136.9% | $4,762+179.3% |
| Participant deferral / active EE | $7,933 | $8,034-1.3% | $7,298+8.7% | $5,850+35.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |