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 | $78,377 | $159,901-51.0% | $146,958-46.7% | $145,922-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.62% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $4,075 | $5,286-22.9% | $4,933-17.4% | $4,660-12.5% |
| Participant deferral / active EE | $6,445 | $8,428-23.5% | $8,070-20.1% | $6,688-3.6% |
| Admin fee / account holder | $100 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |