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 | $74,000 | $138,044-46.4% | $125,339-41.0% | $134,475-45.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 18.31% | 750.33%-732.0pp | 572.05%-553.7pp | 417.96%-399.7pp |
| Employer contribution / active EE | $31,025 | $5,243+491.7% | $4,814+544.5% | $4,740+554.6% |
| Participant deferral / active EE | $15,089 | $7,799+93.5% | $7,446+102.6% | $6,400+135.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |