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 | $123,901 | $159,602-22.4% | $150,045-17.4% | $142,382-13.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 451.06% | 70.24%+380.8pp | 62.55%+388.5pp | 217.08%+234.0pp |
| Employer contribution / active EE | $3,562 | $4,961-28.2% | $4,693-24.1% | $4,299-17.1% |
| Participant deferral / active EE | $8,509 | $8,310+2.4% | $7,997+6.4% | $6,507+30.8% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |