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 8-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 | $121,703 | $180,449-32.6% | $154,107-21.0% | $135,375-10.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.55% | 888.09%-882.5pp | 735.12%-729.6pp | 519.73%-514.2pp |
| Employer contribution / active EE | $22,375 | $6,035+270.8% | $5,298+322.4% | $4,779+368.2% |
| Participant deferral / active EE | $9,286 | $5,806+59.9% | $5,081+82.8% | $5,609+65.6% |
| Admin fee / account holder | $48 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |