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 8-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 | $89,658 | $112,881-20.6% | $90,951-1.4% | $158,922-43.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 99.82% | 215.79%-116.0pp | 134.60%-34.8pp | 302.83%-203.0pp |
| Employer contribution / active EE | $2,206 | $2,893-23.8% | $2,122+3.9% | $4,761-53.7% |
| Participant deferral / active EE | $8,424 | $4,128+104.1% | $3,373+149.8% | $5,982+40.8% |
| Admin fee / account holder | $153 | $8,041-98.1% | $5,959-97.4% | $11,246-98.6% |