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 8-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 | $40,348 | $202,318-80.1% | $172,739-76.6% | $152,861-73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.92% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $16,792 | $5,856+186.8% | $5,143+226.5% | $4,762+252.6% |
| Participant deferral / active EE | $7,047 | $5,948+18.5% | $5,198+35.6% | $5,850+20.5% |
| Admin fee / account holder | $287 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |