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 3-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 | $89,887 | $88,751+1.3% | $81,812+9.9% | $145,922-38.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.53% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $26,039 | $3,083+744.5% | $2,912+794.1% | $4,660+458.8% |
| Participant deferral / active EE | $16,433 | $4,643+253.9% | $4,319+280.5% | $6,688+145.7% |
| Admin fee / account holder | $95 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |