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 10-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 | $109,689 | $202,318-45.8% | $172,739-36.5% | $152,861-28.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.21% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,534 | $5,856-73.8% | $5,143-70.2% | $4,762-67.8% |
| Participant deferral / active EE | $2,409 | $5,948-59.5% | $5,198-53.6% | $5,850-58.8% |
| Admin fee / account holder | $204 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |