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 | $36,739 | $96,305-61.9% | $80,569-54.4% | $139,434-73.7% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 79.32% | 1350.08%-1270.8pp | 935.43%-856.1pp | 372.94%-293.6pp |
| Employer contribution / active EE | $2,862 | $3,262-12.3% | $2,723+5.1% | $4,751-39.8% |
| Participant deferral / active EE | $5,832 | $5,232+11.5% | $4,447+31.1% | $6,710-13.1% |
| Admin fee / account holder | $270 | $6,599-95.9% | $5,377-95.0% | $11,403-97.6% |