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 | $118,162 | $202,318-41.6% | $172,739-31.6% | $152,861-22.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.48% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,462 | $5,856-6.7% | $5,143+6.2% | $4,762+14.7% |
| Participant deferral / active EE | $2,893 | $5,948-51.4% | $5,198-44.3% | $5,850-50.6% |
| Admin fee / account holder | $252 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |