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 | $71,895 | $78,672-8.6% | $109,143-34.1% | $85,850-16.3% |
| Participation rate | 95.3% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.0pp |
| Annual return | 43.34% | 25.09%+18.3pp | 25.75%+17.6pp | 318.53%-275.2pp |
| Employer contribution / active EE | $3,793 | $2,735+38.7% | $3,722+1.9% | $2,565+47.9% |
| Participant deferral / active EE | $6,799 | $3,467+96.1% | $4,653+46.1% | $3,952+72.1% |
| Admin fee / account holder | $10 | $5,469-99.8% | $6,752-99.9% | $6,260-99.8% |