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 9-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 | $58,498 | $202,432-71.1% | $169,368-65.5% | $139,434-58.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.56% | 531.74%-510.2pp | 405.60%-384.0pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,987 | $4,692-15.0% | $4,013-0.6% | $4,751-16.1% |
| Participant deferral / active EE | $5,650 | $6,938-18.6% | $6,221-9.2% | $6,710-15.8% |
| Admin fee / account holder | $37 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |