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 | $51,560 | $105,998-51.4% | $92,233-44.1% | $147,584-65.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 60.31% | 50.05%+10.3pp | 176.28%-116.0pp | 578.55%-518.2pp |
| Employer contribution / active EE | $2,913 | $4,333-32.8% | $3,679-20.8% | $4,876-40.3% |
| Participant deferral / active EE | $11,111 | $4,478+148.1% | $3,897+185.1% | $5,439+104.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |