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 | $59,788 | $209,832-71.5% | $189,513-68.5% | $167,490-64.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.79% | 748.27%-728.5pp | 555.15%-535.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,413 | $6,914-65.1% | $6,162-60.8% | $4,837-50.1% |
| Participant deferral / active EE | $7,493 | $8,935-16.1% | $8,221-8.9% | $6,341+18.2% |
| Admin fee / account holder | $11 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |