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 | $4,497 | $76,738-94.1% | $56,411-92.0% | $145,922-96.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10321.74% | 2994.23%+7327.5pp | 1701.33%+8620.4pp | 561.29%+9760.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,100 | $2,623-19.9% | $1,952+7.6% | $6,688-68.6% |
| Admin fee / account holder | $38 | $3,334-98.9% | $2,829-98.7% | $13,397-99.7% |