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 | $122,424 | $156,846-21.9% | $121,098+1.1% | $139,434-12.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.98% | 1474.56%-1455.6pp | 985.75%-966.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,679 | $5,536-51.6% | $4,164-35.7% | $4,751-43.6% |
| Participant deferral / active EE | $13,926 | $4,844+187.5% | $4,080+241.3% | $6,710+107.5% |
| Admin fee / account holder | $8 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |