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 3-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 | $62,036 | $201,272-69.2% | $184,203-66.3% | $145,922-57.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 55.12% | 29.00%+26.1pp | 28.81%+26.3pp | 561.29%-506.2pp |
| Employer contribution / active EE | $27,693 | $7,022+294.4% | $6,427+330.9% | $4,660+494.3% |
| Participant deferral / active EE | $18,436 | $9,806+88.0% | $9,131+101.9% | $6,688+175.7% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |