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 | $160,683 | $95,971+67.4% | $74,550+115.5% | $135,375+18.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 207.89% | 56.96%+150.9pp | 32.53%+175.4pp | 519.73%-311.8pp |
| Employer contribution / active EE | $3,210 | $2,716+18.2% | $1,961+63.7% | $4,779-32.8% |
| Participant deferral / active EE | $10,165 | $3,843+164.5% | $3,108+227.1% | $5,609+81.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |