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 | $81,789 | $202,318-59.6% | $172,739-52.7% | $152,861-46.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.26% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,468 | $5,856-40.8% | $5,143-32.6% | $4,762-27.2% |
| Participant deferral / active EE | $3,800 | $5,948-36.1% | $5,198-26.9% | $5,850-35.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |