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 10-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 | $113,952 | $209,832-45.7% | $189,513-39.9% | $167,490-32.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.55% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,156 | $6,914-54.3% | $6,162-48.8% | $4,837-34.8% |
| Participant deferral / active EE | $6,640 | $8,935-25.7% | $8,221-19.2% | $6,341+4.7% |
| Admin fee / account holder | $262 | $14,293-98.2% | $12,045-97.8% | $12,309-97.9% |