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 | $44,392 | $180,449-75.4% | $154,107-71.2% | $135,375-67.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 102.76% | 888.09%-785.3pp | 735.12%-632.4pp | 519.73%-417.0pp |
| Employer contribution / active EE | $12,165 | $6,035+101.6% | $5,298+129.6% | $4,779+154.6% |
| Participant deferral / active EE | $10,163 | $5,806+75.0% | $5,081+100.0% | $5,609+81.2% |
| Admin fee / account holder | $21 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |