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 8-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 | $77,390 | $107,334-27.9% | $92,893-16.7% | $152,861-49.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14165.31% | 145.58%+14019.7pp | 109.41%+14055.9pp | 345.32%+13820.0pp |
| Employer contribution / active EE | $1,880 | $4,221-55.5% | $3,653-48.5% | $4,762-60.5% |
| Participant deferral / active EE | $6,401 | $4,845+32.1% | $4,236+51.1% | $5,850+9.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |