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 | $73,412 | $159,901-54.1% | $146,958-50.0% | $145,922-49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.17% | 98.13%-65.0pp | 418.34%-385.2pp | 561.29%-528.1pp |
| Employer contribution / active EE | $4,920 | $5,286-6.9% | $4,933-0.3% | $4,660+5.6% |
| Participant deferral / active EE | $14,894 | $8,428+76.7% | $8,070+84.6% | $6,688+122.7% |
| Admin fee / account holder | $82 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |