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 10-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 | $59,681 | $135,952-56.1% | $123,892-51.8% | $273,961-78.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 582.48% | 56.63%+525.8pp | 47.52%+535.0pp | 41.45%+541.0pp |
| Employer contribution / active EE | $9,263 | $5,170+79.2% | $4,617+100.6% | $4,869+90.3% |
| Participant deferral / active EE | $9,652 | $6,343+52.2% | $5,984+61.3% | $5,287+82.6% |
| Admin fee / account holder | $239 | $9,817-97.6% | $8,357-97.1% | $10,132-97.6% |