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 | $56,526 | $202,318-72.1% | $172,739-67.3% | $152,861-63.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.05% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $11,657 | $5,856+99.1% | $5,143+126.7% | $4,762+144.8% |
| Participant deferral / active EE | $6,196 | $5,948+4.2% | $5,198+19.2% | $5,850+5.9% |
| Admin fee / account holder | $278 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |