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 | $196,512 | $202,318-2.9% | $172,739+13.8% | $152,861+28.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1148.71% | 1029.65%+119.1pp | 802.84%+345.9pp | 345.32%+803.4pp |
| Employer contribution / active EE | $2,539 | $5,856-56.6% | $5,143-50.6% | $4,762-46.7% |
| Participant deferral / active EE | $6,667 | $5,948+12.1% | $5,198+28.3% | $5,850+14.0% |
| Admin fee / account holder | $234 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |