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 | $72,508 | $159,602-54.6% | $150,045-51.7% | $142,382-49.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 325.64% | 70.24%+255.4pp | 62.55%+263.1pp | 217.08%+108.6pp |
| Employer contribution / active EE | $3,578 | $4,961-27.9% | $4,693-23.8% | $4,299-16.8% |
| Participant deferral / active EE | $11,435 | $8,310+37.6% | $7,997+43.0% | $6,507+75.7% |
| Admin fee / account holder | $281 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |