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 8-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 | $77,746 | $157,256-50.6% | $141,162-44.9% | $152,861-49.1% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 146.41% | 64.32%+82.1pp | 71.39%+75.0pp | 345.32%-198.9pp |
| Employer contribution / active EE | $4,015 | $5,261-23.7% | $4,735-15.2% | $4,762-15.7% |
| Participant deferral / active EE | $7,676 | $7,109+8.0% | $6,709+14.4% | $5,850+31.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |