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 10-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 | $50,928 | $202,318-74.8% | $172,739-70.5% | $152,861-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.19% | 1029.65%-1002.5pp | 802.84%-775.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $4,591 | $5,856-21.6% | $5,143-10.7% | $4,762-3.6% |
| Participant deferral / active EE | $12,013 | $5,948+102.0% | $5,198+131.1% | $5,850+105.4% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |