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 | $53,442 | $106,890-50.0% | $84,015-36.4% | $152,861-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 83.38% | 104.99%-21.6pp | 71.31%+12.1pp | 345.32%-261.9pp |
| Employer contribution / active EE | $20,078 | $2,734+634.3% | $1,983+912.3% | $4,762+321.6% |
| Participant deferral / active EE | $12,667 | $4,011+215.8% | $3,239+291.1% | $5,850+116.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |