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 3-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 | $64,871 | $88,751-26.9% | $81,812-20.7% | $145,922-55.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.26% | 1025.40%-994.1pp | 773.79%-742.5pp | 561.29%-530.0pp |
| Employer contribution / active EE | $9,931 | $3,083+222.1% | $2,912+241.0% | $4,660+113.1% |
| Participant deferral / active EE | $30,787 | $4,643+563.1% | $4,319+612.9% | $6,688+360.3% |
| Admin fee / account holder | $177 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |