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 7-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 | $68,450 | $124,281-44.9% | $109,143-37.3% | $167,490-59.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 192.24% | 26.04%+166.2pp | 25.75%+166.5pp | 478.56%-286.3pp |
| Employer contribution / active EE | $3,300 | $4,207-21.6% | $3,722-11.3% | $4,837-31.8% |
| Participant deferral / active EE | $13,000 | $5,255+147.4% | $4,653+179.4% | $6,341+105.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |