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 | $97,284 | $165,335-41.2% | $149,696-35.0% | $158,922-38.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.68% | 348.15%-316.5pp | 276.60%-244.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $18,328 | $5,103+259.2% | $4,644+294.6% | $4,761+284.9% |
| Participant deferral / active EE | $16,162 | $7,181+125.1% | $6,842+136.2% | $5,982+170.2% |
| Admin fee / account holder | $6 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |