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 6-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 | $18,525 | $138,044-86.6% | $125,339-85.2% | $134,475-86.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 59.14% | 750.33%-691.2pp | 572.05%-512.9pp | 417.96%-358.8pp |
| Employer contribution / active EE | $1,982 | $5,243-62.2% | $4,814-58.8% | $4,740-58.2% |
| Participant deferral / active EE | $7,989 | $7,799+2.4% | $7,446+7.3% | $6,400+24.8% |
| Admin fee / account holder | $5 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |