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 | $56,833 | $183,963-69.1% | $162,163-65.0% | $152,861-62.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 37.09% | 150.76%-113.7pp | 115.59%-78.5pp | 345.32%-308.2pp |
| Employer contribution / active EE | $9,973 | $6,371+56.5% | $5,614+77.7% | $4,762+109.4% |
| Participant deferral / active EE | $9,875 | $8,034+22.9% | $7,298+35.3% | $5,850+68.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |