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 | $62,138 | $202,318-69.3% | $172,739-64.0% | $152,861-59.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.53% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $17,007 | $5,856+190.4% | $5,143+230.7% | $4,762+257.1% |
| Participant deferral / active EE | $13,159 | $5,948+121.2% | $5,198+153.2% | $5,850+124.9% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |