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 5-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 | $51,503 | $138,044-62.7% | $125,339-58.9% | $134,475-61.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1008.57% | 750.33%+258.2pp | 572.05%+436.5pp | 417.96%+590.6pp |
| Employer contribution / active EE | $4,373 | $5,243-16.6% | $4,814-9.1% | $4,740-7.7% |
| Participant deferral / active EE | $5,831 | $7,799-25.2% | $7,446-21.7% | $6,400-8.9% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |