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 | $84,112 | $84,402-0.3% | $61,373+37.1% | $134,475-37.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 8.50% | 584.55%-576.0pp | 338.61%-330.1pp | 417.96%-409.5pp |
| Employer contribution / active EE | $126 | $1,544-91.8% | $1,159-89.1% | $4,740-97.3% |
| Participant deferral / active EE | $230 | $2,819-91.9% | $2,125-89.2% | $6,400-96.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |