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 | $87,819 | $185,822-52.7% | $169,993-48.3% | $139,434-37.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 54.58% | 60.50%-5.9pp | 53.37%+1.2pp | 372.94%-318.4pp |
| Employer contribution / active EE | $6,413 | $7,590-15.5% | $6,785-5.5% | $4,751+35.0% |
| Participant deferral / active EE | $12,350 | $11,622+6.3% | $10,408+18.7% | $6,710+84.0% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |