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 | $91,189 | $157,256-42.0% | $141,162-35.4% | $152,861-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.37% | 64.32%-38.0pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $24,314 | $5,261+362.2% | $4,735+413.5% | $4,762+410.5% |
| Participant deferral / active EE | $10,010 | $7,109+40.8% | $6,709+49.2% | $5,850+71.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |