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 9-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 | $48,394 | $202,318-76.1% | $172,739-72.0% | $152,861-68.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.73% | 1029.65%-997.9pp | 802.84%-771.1pp | 345.32%-313.6pp |
| Employer contribution / active EE | $6,941 | $5,856+18.5% | $5,143+35.0% | $4,762+45.7% |
| Participant deferral / active EE | $28,554 | $5,948+380.1% | $5,198+449.4% | $5,850+388.1% |
| Admin fee / account holder | $95 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |