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 | $142,439 | $202,318-29.6% | $172,739-17.5% | $152,861-6.8% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 62.33% | 1029.65%-967.3pp | 802.84%-740.5pp | 345.32%-283.0pp |
| Employer contribution / active EE | $5,796 | $5,856-1.0% | $5,143+12.7% | $4,762+21.7% |
| Participant deferral / active EE | $3,960 | $5,948-33.4% | $5,198-23.8% | $5,850-32.3% |
| Admin fee / account holder | $249 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |