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 | $77,340 | $70,756+9.3% | $65,493+18.1% | $142,382-45.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 40.61% | 1754.89%-1714.3pp | 982.45%-941.8pp | 217.08%-176.5pp |
| Employer contribution / active EE | $3,543 | $2,881+23.0% | $2,574+37.6% | $4,299-17.6% |
| Participant deferral / active EE | $4,975 | $4,637+7.3% | $3,961+25.6% | $6,507-23.5% |
| Admin fee / account holder | $67 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |