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 | $140,206 | $114,381+22.6% | $107,525+30.4% | $142,382-1.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 429.92% | 242.71%+187.2pp | 181.32%+248.6pp | 217.08%+212.8pp |
| Employer contribution / active EE | $2,227 | $4,015-44.5% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $2,643 | $5,564-52.5% | $5,116-48.3% | $6,507-59.4% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |