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 | $83,016 | $159,901-48.1% | $146,958-43.5% | $145,922-43.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 18.14% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $6,531 | $5,286+23.6% | $4,933+32.4% | $4,660+40.2% |
| Participant deferral / active EE | $18,873 | $8,428+123.9% | $8,070+133.9% | $6,688+182.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |