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 10-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 | $69,734 | $144,119-51.6% | $117,854-40.8% | $147,584-52.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.64% | 531.15%-509.5pp | 335.08%-313.4pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,216 | $4,896-34.3% | $3,786-15.1% | $4,876-34.0% |
| Participant deferral / active EE | $7,035 | $5,316+32.3% | $4,482+57.0% | $5,439+29.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |