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 | $64,319 | $138,044-53.4% | $125,339-48.7% | $134,475-52.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1345.03% | 750.33%+594.7pp | 572.05%+773.0pp | 417.96%+927.1pp |
| Employer contribution / active EE | $4,875 | $5,243-7.0% | $4,814+1.3% | $4,740+2.9% |
| Participant deferral / active EE | $19,142 | $7,799+145.4% | $7,446+157.1% | $6,400+199.1% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |