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 7-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 | $52,056 | $159,901-67.4% | $146,958-64.6% | $145,922-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,313 | $5,286+38.3% | $4,933+48.3% | $4,660+56.9% |
| Participant deferral / active EE | $9,956 | $8,428+18.1% | $8,070+23.4% | $6,688+48.9% |
| Admin fee / account holder | $252 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |