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 10-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 | $58,749 | $202,318-71.0% | $172,739-66.0% | $152,861-61.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.71% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $15,707 | $5,856+168.2% | $5,143+205.4% | $4,762+229.8% |
| Participant deferral / active EE | $8,385 | $5,948+41.0% | $5,198+61.3% | $5,850+43.3% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |