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 7-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 | $78,477 | $159,901-50.9% | $146,958-46.6% | $145,922-46.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,034 | $5,286+14.1% | $4,933+22.3% | $4,660+29.5% |
| Participant deferral / active EE | $12,481 | $8,428+48.1% | $8,070+54.7% | $6,688+86.6% |
| Admin fee / account holder | $112 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |