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 10-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 | $25,056 | $150,440-83.3% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 82.25% | 1049.08%-966.8pp | 5155.94%-5073.7pp | 578.55%-496.3pp |
| Employer contribution / active EE | $2,285 | $5,256-56.5% | $4,695-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $17,123 | $6,630+158.2% | $6,247+174.1% | $5,439+214.8% |
| Admin fee / account holder | $55 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |