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 9-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 | $71,175 | $156,846-54.6% | $121,098-41.2% | $139,434-49.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 22.35% | 1474.56%-1452.2pp | 985.75%-963.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $5,572 | $5,536+0.6% | $4,164+33.8% | $4,751+17.3% |
| Participant deferral / active EE | $13,224 | $4,844+173.0% | $4,080+224.2% | $6,710+97.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |