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 | $39,146 | $105,998-63.1% | $92,233-57.6% | $147,584-73.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 69.43% | 50.05%+19.4pp | 176.28%-106.9pp | 578.55%-509.1pp |
| Employer contribution / active EE | $2,363 | $4,333-45.5% | $3,679-35.8% | $4,876-51.5% |
| Participant deferral / active EE | $11,473 | $4,478+156.2% | $3,897+194.4% | $5,439+110.9% |
| Admin fee / account holder | $14 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |