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 4-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 | $67,461 | $175,202-61.5% | $149,673-54.9% | $139,434-51.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 506.71% | 166.71%+340.0pp | 134.42%+372.3pp | 372.94%+133.8pp |
| Employer contribution / active EE | $2,914 | $5,474-46.8% | $4,818-39.5% | $4,751-38.7% |
| Participant deferral / active EE | $5,212 | $6,519-20.0% | $5,680-8.2% | $6,710-22.3% |
| Admin fee / account holder | $292 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |