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 | $204,975 | $107,452+90.8% | $91,541+123.9% | $142,382+44.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 258.38% | 22.06%+236.3pp | 20.50%+237.9pp | 217.08%+41.3pp |
| Employer contribution / active EE | $27,538 | $2,994+819.7% | $2,505+999.5% | $4,299+540.6% |
| Participant deferral / active EE | $23,500 | $4,754+394.3% | $4,008+486.4% | $6,507+261.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |