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 | $81,275 | $93,571-13.1% | $135,903-40.2% | $75,163+8.1% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 1146.56% | 30.90%+1115.7pp | 68.23%+1078.3pp | 160.62%+985.9pp |
| Employer contribution / active EE | $8,101 | $3,537+129.1% | $4,856+66.8% | $2,670+203.4% |
| Participant deferral / active EE | $7,918 | $6,404+23.6% | $7,758+2.1% | $4,125+91.9% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |