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 6-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 | $74,418 | $96,635-23.0% | $86,612-14.1% | $139,434-46.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 22.68% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $5,184 | $3,263+58.9% | $3,022+71.5% | $4,751+9.1% |
| Participant deferral / active EE | $17,537 | $4,836+262.6% | $4,438+295.2% | $6,710+161.3% |
| Admin fee / account holder | $286 | $6,408-95.5% | $5,614-94.9% | $11,403-97.5% |