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 5-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 | $81,747 | $133,958-39.0% | $112,228-27.2% | $134,475-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 80.00% | 47.11%+32.9pp | 27.45%+52.5pp | 417.96%-338.0pp |
| Employer contribution / active EE | $13,562 | $4,038+235.8% | $3,635+273.1% | $4,740+186.1% |
| Participant deferral / active EE | $16,068 | $5,291+203.7% | $4,728+239.8% | $6,400+151.1% |
| Admin fee / account holder | $270 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |