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 | $137,022 | $74,888+83.0% | $71,209+92.4% | $142,382-3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.12% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $11,584 | $2,854+305.8% | $2,721+325.7% | $4,299+169.5% |
| Participant deferral / active EE | $8,420 | $4,454+89.0% | $4,175+101.7% | $6,507+29.4% |
| Admin fee / account holder | $292 | $5,568-94.8% | $5,349-94.5% | $12,624-97.7% |