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 3-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 | $53,404 | $80,673-33.8% | $101,326-47.3% | $84,808-37.0% |
| Participation rate | 97.2% | 77.8%+19.4pp | 81.5%+15.7pp | 68.3%+28.9pp |
| Annual return | 96.24% | 38.95%+57.3pp | 36.82%+59.4pp | 40.90%+55.3pp |
| Employer contribution / active EE | $3,446 | $2,698+27.7% | $3,665-6.0% | $2,631+31.0% |
| Participant deferral / active EE | $11,486 | $6,840+67.9% | $7,994+43.7% | $4,212+172.7% |
| Admin fee / account holder | $53 | $12,784-99.6% | $11,185-99.5% | $7,344-99.3% |