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 10-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 | $68,757 | $105,998-35.1% | $92,233-25.5% | $147,584-53.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 54.73% | 50.05%+4.7pp | 176.28%-121.5pp | 578.55%-523.8pp |
| Employer contribution / active EE | $3,775 | $4,333-12.9% | $3,679+2.6% | $4,876-22.6% |
| Participant deferral / active EE | $12,231 | $4,478+173.2% | $3,897+213.9% | $5,439+124.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |