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 8-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 | $98,010 | $201,272-51.3% | $184,203-46.8% | $145,922-32.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 43.94% | 29.00%+14.9pp | 28.81%+15.1pp | 561.29%-517.3pp |
| Employer contribution / active EE | $2,985 | $7,022-57.5% | $6,427-53.6% | $4,660-35.9% |
| Participant deferral / active EE | $11,912 | $9,806+21.5% | $9,131+30.4% | $6,688+78.1% |
| Admin fee / account holder | $124 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |