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 | $78,500 | $209,832-62.6% | $189,513-58.6% | $167,490-53.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 30.69% | 748.27%-717.6pp | 555.15%-524.5pp | 478.56%-447.9pp |
| Employer contribution / active EE | $22,800 | $6,914+229.8% | $6,162+270.0% | $4,837+371.3% |
| Participant deferral / active EE | $10,628 | $8,935+18.9% | $8,221+29.3% | $6,341+67.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |