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 10-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 | $96,552 | $108,642-11.1% | $74,701+29.3% | $152,861-36.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 25.76% | 114.06%-88.3pp | 752.92%-727.2pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,635 | $1,503+8.8% | $1,084+50.9% | $4,762-65.7% |
| Participant deferral / active EE | $12,014 | $2,712+343.0% | $1,964+511.8% | $5,850+105.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |