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 9-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 | $110,643 | $209,411-47.2% | $178,490-38.0% | $158,922-30.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 69.91% | 188.75%-118.8pp | 151.07%-81.2pp | 302.83%-232.9pp |
| Employer contribution / active EE | $5,695 | $5,706-0.2% | $5,011+13.7% | $4,761+19.6% |
| Participant deferral / active EE | $7,688 | $5,954+29.1% | $5,202+47.8% | $5,982+28.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |