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 | $112,393 | $159,901-29.7% | $146,958-23.5% | $145,922-23.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $7,800 | $5,286+47.6% | $4,933+58.1% | $4,660+67.4% |
| Participant deferral / active EE | $9,801 | $8,428+16.3% | $8,070+21.4% | $6,688+46.5% |
| Admin fee / account holder | $156 | $15,044-99.0% | $12,998-98.8% | $13,397-98.8% |