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 | $119,467 | $99,877+19.6% | $84,966+40.6% | $145,922-18.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 424.70% | 83.76%+340.9pp | 66.38%+358.3pp | 561.29%-136.6pp |
| Employer contribution / active EE | $1,000 | $3,231-69.1% | $2,727-63.3% | $4,660-78.5% |
| Participant deferral / active EE | $1,500 | $5,291-71.6% | $4,519-66.8% | $6,688-77.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |