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 | $67,070 | $202,318-66.8% | $172,739-61.2% | $152,861-56.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.13% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $19,760 | $5,856+237.4% | $5,143+284.2% | $4,762+314.9% |
| Participant deferral / active EE | $10,068 | $5,948+69.3% | $5,198+93.7% | $5,850+72.1% |
| Admin fee / account holder | $176 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |