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 | $134,576 | $183,519-26.7% | $155,509-13.5% | $145,922-7.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 230.55% | 61.17%+169.4pp | 64.67%+165.9pp | 561.29%-330.7pp |
| Employer contribution / active EE | $5,558 | $5,313+4.6% | $4,672+19.0% | $4,660+19.3% |
| Participant deferral / active EE | $11,667 | $6,462+80.5% | $5,626+107.4% | $6,688+74.4% |
| Admin fee / account holder | $116 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |