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 | $71,742 | $202,318-64.5% | $172,739-58.5% | $152,861-53.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.82% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,191 | $5,856-45.5% | $5,143-38.0% | $4,762-33.0% |
| Participant deferral / active EE | $6,906 | $5,948+16.1% | $5,198+32.9% | $5,850+18.0% |
| Admin fee / account holder | $264 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |