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 | $41,876 | $183,963-77.2% | $162,163-74.2% | $152,861-72.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 33.20% | 150.76%-117.6pp | 115.59%-82.4pp | 345.32%-312.1pp |
| Employer contribution / active EE | $8,033 | $6,371+26.1% | $5,614+43.1% | $4,762+68.7% |
| Participant deferral / active EE | $6,112 | $8,034-23.9% | $7,298-16.2% | $5,850+4.5% |
| Admin fee / account holder | $28 | $13,121-99.8% | $10,843-99.7% | $11,596-99.8% |