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 6-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 | $107,247 | $159,901-32.9% | $146,958-27.0% | $145,922-26.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.92% | 98.13%-67.2pp | 418.34%-387.4pp | 561.29%-530.4pp |
| Employer contribution / active EE | $7,661 | $5,286+44.9% | $4,933+55.3% | $4,660+64.4% |
| Participant deferral / active EE | $29,760 | $8,428+253.1% | $8,070+268.8% | $6,688+345.0% |
| Admin fee / account holder | $128 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |