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 | $91,982 | $190,805-51.8% | $159,960-42.5% | $134,475-31.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 40.51% | 552.23%-511.7pp | 408.60%-368.1pp | 417.96%-377.5pp |
| Employer contribution / active EE | $17,747 | $4,995+255.3% | $4,226+320.0% | $4,740+274.4% |
| Participant deferral / active EE | $13,667 | $6,923+97.4% | $6,182+121.1% | $6,400+113.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |