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 6-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 | $227,195 | $92,703+145.1% | $82,719+174.7% | $134,475+68.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | 135.27% | 944.92%-809.7pp | 701.18%-565.9pp | 417.96%-282.7pp |
| Employer contribution / active EE | $1,314 | $3,274-59.9% | $3,009-56.3% | $4,740-72.3% |
| Participant deferral / active EE | $16,950 | $4,802+253.0% | $4,395+285.7% | $6,400+164.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |