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 5-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 | $67,064 | $108,919-38.4% | $100,391-33.2% | $145,922-54.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 144.36% | 57.88%+86.5pp | 49.20%+95.2pp | 561.29%-416.9pp |
| Employer contribution / active EE | $5,552 | $4,419+25.6% | $3,942+40.9% | $4,660+19.2% |
| Participant deferral / active EE | $14,057 | $8,445+66.5% | $8,082+73.9% | $6,688+110.2% |
| Admin fee / account holder | $75 | $9,689-99.2% | $7,899-99.1% | $13,397-99.4% |