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 | $75,871 | $202,318-62.5% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.51% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $8,379 | $5,856+43.1% | $5,143+62.9% | $4,762+75.9% |
| Participant deferral / active EE | $8,017 | $5,948+34.8% | $5,198+54.2% | $5,850+37.0% |
| Admin fee / account holder | $181 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |