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 | $80,068 | $210,648-62.0% | $177,989-55.0% | $145,922-45.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $8,954 | $4,565+96.2% | $3,949+126.8% | $4,660+92.2% |
| Participant deferral / active EE | $6,609 | $6,958-5.0% | $6,276+5.3% | $6,688-1.2% |
| Admin fee / account holder | $11 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |