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 | $58,691 | $198,466-70.4% | $170,442-65.6% | $147,584-60.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 261.90% | 257.29%+4.6pp | 205.93%+56.0pp | 578.55%-316.6pp |
| Employer contribution / active EE | $3,631 | $6,184-41.3% | $5,433-33.2% | $4,876-25.5% |
| Participant deferral / active EE | $7,013 | $5,629+24.6% | $4,939+42.0% | $5,439+29.0% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |