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 | $98,387 | $159,901-38.5% | $146,958-33.1% | $145,922-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 306.18% | 98.13%+208.0pp | 418.34%-112.2pp | 561.29%-255.1pp |
| Employer contribution / active EE | $7,451 | $5,286+41.0% | $4,933+51.0% | $4,660+59.9% |
| Participant deferral / active EE | $18,550 | $8,428+120.1% | $8,070+129.9% | $6,688+177.4% |
| Admin fee / account holder | $121 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |