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 4-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 | $35,771 | $159,901-77.6% | $146,958-75.7% | $145,922-75.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.65% | 98.13%-67.5pp | 418.34%-387.7pp | 561.29%-530.6pp |
| Employer contribution / active EE | $6,330 | $5,286+19.8% | $4,933+28.3% | $4,660+35.9% |
| Participant deferral / active EE | $9,473 | $8,428+12.4% | $8,070+17.4% | $6,688+41.6% |
| Admin fee / account holder | $165 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |