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 | $62,984 | $202,318-68.9% | $172,739-63.5% | $152,861-58.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.88% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,353 | $5,856-42.7% | $5,143-34.8% | $4,762-29.6% |
| Participant deferral / active EE | $6,292 | $5,948+5.8% | $5,198+21.1% | $5,850+7.6% |
| Admin fee / account holder | $235 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |