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 | $103,952 | $202,318-48.6% | $172,739-39.8% | $152,861-32.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.94% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $10,070 | $5,856+72.0% | $5,143+95.8% | $4,762+111.4% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |