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 | $35,702 | $104,907-66.0% | $84,611-57.8% | $152,861-76.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 572.28% | 373.79%+198.5pp | 258.74%+313.5pp | 345.32%+227.0pp |
| Employer contribution / active EE | $12,350 | $3,302+274.1% | $2,652+365.7% | $4,762+159.3% |
| Participant deferral / active EE | $18,041 | $4,688+284.8% | $3,899+362.7% | $5,850+208.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |