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 | $124,073 | $209,832-40.9% | $189,513-34.5% | $167,490-25.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.81% | 748.27%-722.5pp | 555.15%-529.3pp | 478.56%-452.7pp |
| Employer contribution / active EE | $2,741 | $6,914-60.3% | $6,162-55.5% | $4,837-43.3% |
| Participant deferral / active EE | $12,222 | $8,935+36.8% | $8,221+48.7% | $6,341+92.7% |
| Admin fee / account holder | $83 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |