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 4-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 | $62,631 | $96,305-35.0% | $80,569-22.3% | $139,434-55.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 440.10% | 1350.08%-910.0pp | 935.43%-495.3pp | 372.94%+67.2pp |
| Employer contribution / active EE | $2,602 | $3,262-20.2% | $2,723-4.5% | $4,751-45.2% |
| Participant deferral / active EE | $16,729 | $5,232+219.7% | $4,447+276.1% | $6,710+149.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |