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 4-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 | $74,499 | $214,378-65.2% | $200,582-62.9% | $142,382-47.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 68.15% | 46.41%+21.7pp | 42.33%+25.8pp | 217.08%-148.9pp |
| Employer contribution / active EE | $3,207 | $6,841-53.1% | $6,419-50.0% | $4,299-25.4% |
| Participant deferral / active EE | $10,438 | $9,865+5.8% | $9,331+11.9% | $6,507+60.4% |
| Admin fee / account holder | $62 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |