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 3-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 | $82,577 | $159,901-48.4% | $146,958-43.8% | $145,922-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 185.77% | 98.13%+87.6pp | 418.34%-232.6pp | 561.29%-375.5pp |
| Employer contribution / active EE | $5,608 | $5,286+6.1% | $4,933+13.7% | $4,660+20.3% |
| Participant deferral / active EE | $10,516 | $8,428+24.8% | $8,070+30.3% | $6,688+57.2% |
| Admin fee / account holder | $128 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |