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 | $68,891 | $105,126-34.5% | $94,646-27.2% | $139,434-50.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 469.90% | 38.03%+431.9pp | 156.71%+313.2pp | 372.94%+97.0pp |
| Employer contribution / active EE | $1,881 | $4,106-54.2% | $3,672-48.8% | $4,751-60.4% |
| Participant deferral / active EE | $8,058 | $7,599+6.0% | $7,418+8.6% | $6,710+20.1% |
| Admin fee / account holder | $292 | $8,984-96.7% | $7,231-96.0% | $11,403-97.4% |