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 7-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 | $147,227 | $202,318-27.2% | $172,739-14.8% | $152,861-3.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.24% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,340 | $5,856-43.0% | $5,143-35.1% | $4,762-29.9% |
| Participant deferral / active EE | $7,000 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $208 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |