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 | $153,142 | $84,695+80.8% | $73,843+107.4% | $125,391+22.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.09% | 3123.53%-3119.4pp | 2267.84%-2263.8pp | 282.22%-278.1pp |
| Employer contribution / active EE | $3,495 | $3,123+11.9% | $2,787+25.4% | $4,866-28.2% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20 | $5,691-99.6% | $4,880-99.6% | $9,540-99.8% |