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 6-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 | $45,350 | $209,832-78.4% | $189,513-76.1% | $167,490-72.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,036 | $6,914-70.6% | $6,162-67.0% | $4,837-57.9% |
| Participant deferral / active EE | $11,640 | $8,935+30.3% | $8,221+41.6% | $6,341+83.6% |
| Admin fee / account holder | $220 | $14,293-98.5% | $12,045-98.2% | $12,309-98.2% |