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 7-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 | $78,563 | $159,901-50.9% | $146,958-46.5% | $145,922-46.2% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 13.22% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,414 | $5,286+21.3% | $4,933+30.0% | $4,660+37.6% |
| Participant deferral / active EE | $11,086 | $8,428+31.5% | $8,070+37.4% | $6,688+65.8% |
| Admin fee / account holder | $57 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |