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 | $50,388 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 150.76% | 70.24%+80.5pp | 62.55%+88.2pp | 217.08%-66.3pp |
| Employer contribution / active EE | $2,821 | $4,961-43.1% | $4,693-39.9% | $4,299-34.4% |
| Participant deferral / active EE | $13,540 | $8,310+62.9% | $7,997+69.3% | $6,507+108.1% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |