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 | $113,321 | $176,056-35.6% | $159,436-28.9% | $167,490-32.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.21% | 331.75%-314.5pp | 263.57%-246.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $5,551 | $5,297+4.8% | $4,829+14.9% | $4,837+14.8% |
| Participant deferral / active EE | $10,241 | $7,750+32.1% | $7,352+39.3% | $6,341+61.5% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |