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 | $218,417 | $95,971+127.6% | $74,550+193.0% | $135,375+61.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $26,374 | $2,716+871.0% | $1,961+1245.0% | $4,779+451.9% |
| Participant deferral / active EE | $18,500 | $3,843+381.3% | $3,108+495.2% | $5,609+229.8% |
| Admin fee / account holder | $223 | $6,522-96.6% | $5,060-95.6% | $10,827-97.9% |