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 6-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 | $113,159 | $173,345-34.7% | $136,007-16.8% | $145,922-22.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.54% | 1163.32%-1142.8pp | 579.32%-558.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,700 | $5,278-48.8% | $4,217-36.0% | $4,660-42.1% |
| Participant deferral / active EE | $17,633 | $8,699+102.7% | $7,025+151.0% | $6,688+163.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |