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 7-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 | $57,333 | $209,832-72.7% | $189,513-69.7% | $167,490-65.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.67% | 748.27%-727.6pp | 555.15%-534.5pp | 478.56%-457.9pp |
| Employer contribution / active EE | $4,004 | $6,914-42.1% | $6,162-35.0% | $4,837-17.2% |
| Participant deferral / active EE | $11,063 | $8,935+23.8% | $8,221+34.6% | $6,341+74.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |