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 3-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 | $57,481 | $159,901-64.1% | $146,958-60.9% | $145,922-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 73.64% | 98.13%-24.5pp | 418.34%-344.7pp | 561.29%-487.6pp |
| Employer contribution / active EE | $3,421 | $5,286-35.3% | $4,933-30.6% | $4,660-26.6% |
| Participant deferral / active EE | $7,404 | $8,428-12.2% | $8,070-8.3% | $6,688+10.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |