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 8-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 | $56,900 | $89,355-36.3% | $141,162-59.7% | $72,985-22.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 127.99% | 111.85%+16.1pp | 71.39%+56.6pp | 81.00%+47.0pp |
| Employer contribution / active EE | $3,312 | $3,114+6.4% | $4,735-30.0% | $2,440+35.8% |
| Participant deferral / active EE | $8,277 | $5,418+52.8% | $6,709+23.4% | $3,607+129.5% |
| Admin fee / account holder | $279 | $5,958-95.3% | $10,261-97.3% | $5,124-94.5% |