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 | $152,330 | $177,572-14.2% | $154,803-1.6% | $142,382+7.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 297.31% | 65.07%+232.2pp | 58.88%+238.4pp | 217.08%+80.2pp |
| Employer contribution / active EE | $3,663 | $4,810-23.9% | $4,305-14.9% | $4,299-14.8% |
| Participant deferral / active EE | $9,985 | $6,272+59.2% | $5,540+80.2% | $6,507+53.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |