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 | $57,788 | $148,534-61.1% | $135,903-57.5% | $139,434-58.6% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 390.74% | 79.19%+311.5pp | 68.23%+322.5pp | 372.94%+17.8pp |
| Employer contribution / active EE | $7,608 | $5,243+45.1% | $4,856+56.7% | $4,751+60.1% |
| Participant deferral / active EE | $11,207 | $8,100+38.4% | $7,758+44.5% | $6,710+67.0% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-99.9% |