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 7-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 | $200,958 | $96,305+108.7% | $80,569+149.4% | $139,434+44.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 51.53% | 1350.08%-1298.6pp | 935.43%-883.9pp | 372.94%-321.4pp |
| Employer contribution / active EE | $12,849 | $3,262+293.9% | $2,723+371.8% | $4,751+170.5% |
| Participant deferral / active EE | $22,500 | $5,232+330.1% | $4,447+405.9% | $6,710+235.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |