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 8-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 | $61,965 | $175,202-64.6% | $149,673-58.6% | $139,434-55.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.15% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,932 | $5,474+26.6% | $4,818+43.9% | $4,751+45.9% |
| Participant deferral / active EE | $4,356 | $6,519-33.2% | $5,680-23.3% | $6,710-35.1% |
| Admin fee / account holder | $25 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |