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 | $124,784 | $167,484-25.5% | $151,611-17.7% | $134,475-7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 107.48% | 7.80%+99.7pp | 3.33%+104.1pp | 417.96%-310.5pp |
| Employer contribution / active EE | $15,851 | $6,829+132.1% | $6,166+157.1% | $4,740+234.4% |
| Participant deferral / active EE | $11,383 | $8,986+26.7% | $8,363+36.1% | $6,400+77.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |