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 | $93,836 | $202,318-53.6% | $172,739-45.7% | $152,861-38.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.60% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,648 | $5,856-71.9% | $5,143-68.0% | $4,762-65.4% |
| Participant deferral / active EE | $3,044 | $5,948-48.8% | $5,198-41.4% | $5,850-48.0% |
| Admin fee / account holder | -$69 | $17,109-100.4% | $13,954-100.5% | $11,596-100.6% |