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 | $76,750 | $209,411-63.3% | $178,490-57.0% | $158,922-51.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 29.82% | 188.75%-158.9pp | 151.07%-121.3pp | 302.83%-273.0pp |
| Employer contribution / active EE | $7,662 | $5,706+34.3% | $5,011+52.9% | $4,761+60.9% |
| Participant deferral / active EE | $7,722 | $5,954+29.7% | $5,202+48.5% | $5,982+29.1% |
| Admin fee / account holder | $71 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |