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 | $39,654 | $157,256-74.8% | $141,162-71.9% | $152,861-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 162.63% | 64.32%+98.3pp | 71.39%+91.2pp | 345.32%-182.7pp |
| Employer contribution / active EE | $4,772 | $5,261-9.3% | $4,735+0.8% | $4,762+0.2% |
| Participant deferral / active EE | $9,033 | $7,109+27.1% | $6,709+34.6% | $5,850+54.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |