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 5-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 | $78,294 | $176,056-55.5% | $159,436-50.9% | $167,490-53.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 683.64% | 331.75%+351.9pp | 263.57%+420.1pp | 478.56%+205.1pp |
| Employer contribution / active EE | $34,220 | $5,297+546.0% | $4,829+608.6% | $4,837+607.4% |
| Participant deferral / active EE | $40,720 | $7,750+425.4% | $7,352+453.9% | $6,341+542.1% |
| Admin fee / account holder | $154 | $12,554-98.8% | $10,799-98.6% | $12,309-98.7% |