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 7-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 | $109,479 | $185,822-41.1% | $169,993-35.6% | $139,434-21.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.92% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $6,543 | $7,590-13.8% | $6,785-3.6% | $4,751+37.7% |
| Participant deferral / active EE | $16,646 | $11,622+43.2% | $10,408+59.9% | $6,710+148.1% |
| Admin fee / account holder | $1 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |