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 5-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 | $57,767 | $217,402-73.4% | $185,823-68.9% | $167,490-65.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 343.58% | 148.36%+195.2pp | 122.05%+221.5pp | 478.56%-135.0pp |
| Employer contribution / active EE | $14,137 | $5,873+140.7% | $5,167+173.6% | $4,837+192.2% |
| Participant deferral / active EE | $7,227 | $6,356+13.7% | $5,568+29.8% | $6,341+14.0% |
| Admin fee / account holder | $168 | $19,811-99.2% | $16,237-99.0% | $12,309-98.6% |