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 9-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 | $130,728 | $90,600+44.3% | $79,464+64.5% | $135,375-3.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 66.05% | 977.43%-911.4pp | 718.14%-652.1pp | 519.73%-453.7pp |
| Employer contribution / active EE | $1,852 | $3,068-39.6% | $2,800-33.9% | $4,779-61.2% |
| Participant deferral / active EE | $6,775 | $4,050+67.3% | $3,704+82.9% | $5,609+20.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |