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 | $60,113 | $124,281-51.6% | $109,143-44.9% | $167,490-64.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 147.13% | 26.04%+121.1pp | 25.75%+121.4pp | 478.56%-331.4pp |
| Employer contribution / active EE | $3,879 | $4,207-7.8% | $3,722+4.2% | $4,837-19.8% |
| Participant deferral / active EE | $7,376 | $5,255+40.4% | $4,653+58.5% | $6,341+16.3% |
| Admin fee / account holder | $68 | $7,970-99.1% | $6,752-99.0% | $12,309-99.4% |