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 10-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 | $55,634 | $105,998-47.5% | $92,233-39.7% | $147,584-62.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.60% | 50.05%-38.4pp | 176.28%-164.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $6,367 | $4,333+46.9% | $3,679+73.0% | $4,876+30.6% |
| Participant deferral / active EE | $23,303 | $4,478+420.4% | $3,897+498.0% | $5,439+328.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |