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 | $89,636 | $90,600-1.1% | $79,464+12.8% | $135,375-33.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 303.18% | 977.43%-674.3pp | 718.14%-415.0pp | 519.73%-216.6pp |
| Employer contribution / active EE | $401 | $3,068-86.9% | $2,800-85.7% | $4,779-91.6% |
| Participant deferral / active EE | $588 | $4,050-85.5% | $3,704-84.1% | $5,609-89.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |