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 10-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 | $104,494 | $183,963-43.2% | $162,163-35.6% | $152,861-31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.97% | 150.76%-136.8pp | 115.59%-101.6pp | 345.32%-331.3pp |
| Employer contribution / active EE | $16,386 | $6,371+157.2% | $5,614+191.9% | $4,762+244.1% |
| Participant deferral / active EE | $7,851 | $8,034-2.3% | $7,298+7.6% | $5,850+34.2% |
| Admin fee / account holder | $17 | $13,121-99.9% | $10,843-99.8% | $11,596-99.9% |