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 | $71,930 | $202,318-64.4% | $172,739-58.4% | $152,861-52.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.74% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,471 | $5,856-40.7% | $5,143-32.5% | $4,762-27.1% |
| Participant deferral / active EE | $5,741 | $5,948-3.5% | $5,198+10.5% | $5,850-1.9% |
| Admin fee / account holder | $230 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |