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 | $53,808 | $165,335-67.5% | $149,696-64.1% | $158,922-66.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 84.54% | 348.15%-263.6pp | 276.60%-192.1pp | 302.83%-218.3pp |
| Employer contribution / active EE | $5,181 | $5,103+1.5% | $4,644+11.6% | $4,761+8.8% |
| Participant deferral / active EE | $7,562 | $7,181+5.3% | $6,842+10.5% | $5,982+26.4% |
| Admin fee / account holder | $225 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |