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 9-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 | $94,926 | $88,751+7.0% | $81,812+16.0% | $145,922-34.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.35% | 1025.40%-1013.1pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,799 | $3,083+23.2% | $2,912+30.4% | $4,660-18.5% |
| Participant deferral / active EE | $15,578 | $4,643+235.5% | $4,319+260.7% | $6,688+132.9% |
| Admin fee / account holder | $18 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |