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 | $62,174 | $124,185-49.9% | $108,410-42.6% | $167,490-62.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.83% | 1379.64%-1355.8pp | 905.27%-881.4pp | 478.56%-454.7pp |
| Employer contribution / active EE | $1,704 | $4,187-59.3% | $3,558-52.1% | $4,837-64.8% |
| Participant deferral / active EE | $11,779 | $6,908+70.5% | $6,563+79.5% | $6,341+85.8% |
| Admin fee / account holder | $3 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |