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 | $38,486 | $202,318-81.0% | $172,739-77.7% | $152,861-74.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 75.31% | 1029.65%-954.3pp | 802.84%-727.5pp | 345.32%-270.0pp |
| Employer contribution / active EE | $2,623 | $5,856-55.2% | $5,143-49.0% | $4,762-44.9% |
| Participant deferral / active EE | $10,150 | $5,948+70.6% | $5,198+95.3% | $5,850+73.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |