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 9-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 | $90,394 | $210,648-57.1% | $177,989-49.2% | $145,922-38.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.71% | 385.86%-375.1pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $9,697 | $4,565+112.4% | $3,949+145.6% | $4,660+108.1% |
| Participant deferral / active EE | $7,181 | $6,958+3.2% | $6,276+14.4% | $6,688+7.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |