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 | $97,267 | $202,318-51.9% | $172,739-43.7% | $152,861-36.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.05% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $4,151 | $5,856-29.1% | $5,143-19.3% | $4,762-12.8% |
| Participant deferral / active EE | $12,111 | $5,948+103.6% | $5,198+133.0% | $5,850+107.0% |
| Admin fee / account holder | $77 | $17,109-99.6% | $13,954-99.5% | $11,596-99.3% |