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 | $77,240 | $126,574-39.0% | $106,213-27.3% | $145,922-47.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.48% | 224.79%-208.3pp | 116.14%-99.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,118 | $3,730+10.4% | $3,171+29.8% | $4,660-11.6% |
| Participant deferral / active EE | $3,544 | $5,724-38.1% | $5,016-29.3% | $6,688-47.0% |
| Admin fee / account holder | $34 | $17,304-99.8% | $11,033-99.7% | $13,397-99.7% |