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 | $38,581 | $105,998-63.6% | $92,233-58.2% | $147,584-73.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.99% | 50.05%-27.1pp | 176.28%-153.3pp | 578.55%-555.6pp |
| Employer contribution / active EE | $3,640 | $4,333-16.0% | $3,679-1.1% | $4,876-25.4% |
| Participant deferral / active EE | $5,460 | $4,478+21.9% | $3,897+40.1% | $5,439+0.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |