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 | $99,241 | $202,318-50.9% | $172,739-42.5% | $152,861-35.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.83% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,379 | $5,856-59.4% | $5,143-53.8% | $4,762-50.1% |
| Participant deferral / active EE | $5,463 | $5,948-8.2% | $5,198+5.1% | $5,850-6.6% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |