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 | $64,943 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 43.57% | 1029.65%-986.1pp | 802.84%-759.3pp | 345.32%-301.8pp |
| Employer contribution / active EE | $6,368 | $5,856+8.7% | $5,143+23.8% | $4,762+33.7% |
| Participant deferral / active EE | $6,388 | $5,948+7.4% | $5,198+22.9% | $5,850+9.2% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |