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 7-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 | $118,369 | $109,413+8.2% | $156,263-24.2% | $84,808+39.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 194.37% | 20.18%+174.2pp | 59.47%+134.9pp | 40.90%+153.5pp |
| Employer contribution / active EE | $10,964 | $2,907+277.2% | $4,333+153.0% | $2,631+316.7% |
| Participant deferral / active EE | $11,634 | $4,590+153.5% | $6,158+88.9% | $4,212+176.2% |
| Admin fee / account holder | $249 | $9,357-97.3% | $14,255-98.3% | $7,344-96.6% |