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 | $114,025 | $150,187-24.1% | $120,354-5.3% | $145,922-21.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.91% | 154.07%-135.2pp | 107.15%-88.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $8,004 | $4,348+84.1% | $3,463+131.2% | $4,660+71.8% |
| Participant deferral / active EE | $6,386 | $6,173+3.5% | $4,991+28.0% | $6,688-4.5% |
| Admin fee / account holder | $16 | $12,207-99.9% | $9,423-99.8% | $13,397-99.9% |