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 5-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 | $120,669 | $159,901-24.5% | $146,958-17.9% | $145,922-17.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 128.10% | 98.13%+30.0pp | 418.34%-290.2pp | 561.29%-433.2pp |
| Employer contribution / active EE | $7,500 | $5,286+41.9% | $4,933+52.0% | $4,660+61.0% |
| Participant deferral / active EE | $7,500 | $8,428-11.0% | $8,070-7.1% | $6,688+12.1% |
| Admin fee / account holder | $98 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |