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 | $81,673 | $156,846-47.9% | $121,098-32.6% | $139,434-41.4% |
| Participation rate | 73.7% | 76.4%-2.7pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 176.50% | 1474.56%-1298.1pp | 985.75%-809.2pp | 372.94%-196.4pp |
| Employer contribution / active EE | $13,862 | $5,536+150.4% | $4,164+232.9% | $4,751+191.8% |
| Participant deferral / active EE | $8,922 | $4,844+84.2% | $4,080+118.7% | $6,710+33.0% |
| Admin fee / account holder | $39 | $6,946-99.4% | $5,644-99.3% | $11,403-99.7% |