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 | $75,586 | $67,331+12.3% | $60,874+24.2% | $134,475-43.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 215.83% | 49.93%+165.9pp | 16.90%+198.9pp | 417.96%-202.1pp |
| Employer contribution / active EE | $2,105 | $3,096-32.0% | $2,701-22.1% | $4,740-55.6% |
| Participant deferral / active EE | $3,213 | $4,538-29.2% | $3,817-15.8% | $6,400-49.8% |
| Admin fee / account holder | $3 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |