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 | $67,376 | $102,547-34.3% | $78,210-13.9% | $147,584-54.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 2399.29% | 51.08%+2348.2pp | 40.90%+2358.4pp | 578.55%+1820.7pp |
| Employer contribution / active EE | $4,654 | $2,617+77.8% | $2,034+128.8% | $4,876-4.6% |
| Participant deferral / active EE | $4,654 | $3,481+33.7% | $2,823+64.9% | $5,439-14.4% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |