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 | $45,646 | $150,440-69.7% | $136,294-66.5% | $147,584-69.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 71.09% | 1049.08%-978.0pp | 5155.94%-5084.8pp | 578.55%-507.5pp |
| Employer contribution / active EE | $27,225 | $5,256+418.0% | $4,695+479.8% | $4,876+458.3% |
| Participant deferral / active EE | $9,225 | $6,630+39.1% | $6,247+47.7% | $5,439+69.6% |
| Admin fee / account holder | $279 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |