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 | $28,653 | $121,625-76.4% | $104,607-72.6% | $158,922-82.0% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 68.22% | 465.26%-397.0pp | 340.46%-272.2pp | 302.83%-234.6pp |
| Employer contribution / active EE | $2,641 | $3,163-16.5% | $2,681-1.5% | $4,761-44.5% |
| Participant deferral / active EE | $8,114 | $4,177+94.2% | $3,740+117.0% | $5,982+35.6% |
| Admin fee / account holder | $249 | $7,787-96.8% | $6,473-96.1% | $11,246-97.8% |