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 | $66,515 | $202,318-67.1% | $172,739-61.5% | $152,861-56.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.86% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $15,840 | $5,856+170.5% | $5,143+208.0% | $4,762+232.6% |
| Participant deferral / active EE | $12,833 | $5,948+115.8% | $5,198+146.9% | $5,850+119.4% |
| Admin fee / account holder | $61 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |