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 | $62,179 | $70,606-11.9% | $53,898+15.4% | $142,382-56.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.32% | 619.81%-596.5pp | 528.60%-505.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,180 | $1,202+164.5% | $932+241.2% | $4,299-26.0% |
| Participant deferral / active EE | $7,850 | $2,364+232.1% | $1,826+329.8% | $6,507+20.6% |
| Admin fee / account holder | $160 | $2,852-94.4% | $2,491-93.6% | $12,624-98.7% |