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 | $80,298 | $159,602-49.7% | $150,045-46.5% | $142,382-43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 96.14% | 70.24%+25.9pp | 62.55%+33.6pp | 217.08%-120.9pp |
| Employer contribution / active EE | $5,898 | $4,961+18.9% | $4,693+25.7% | $4,299+37.2% |
| Participant deferral / active EE | $9,353 | $8,310+12.5% | $7,997+17.0% | $6,507+43.7% |
| Admin fee / account holder | $184 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |