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 8-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 | $60,539 | $202,318-70.1% | $172,739-65.0% | $152,861-60.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 145.13% | 1029.65%-884.5pp | 802.84%-657.7pp | 345.32%-200.2pp |
| Employer contribution / active EE | $10,469 | $5,856+78.8% | $5,143+103.6% | $4,762+119.8% |
| Participant deferral / active EE | $10,109 | $5,948+70.0% | $5,198+94.5% | $5,850+72.8% |
| Admin fee / account holder | $163 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |