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 | $74,499 | $210,648-64.6% | $177,989-58.1% | $145,922-48.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.32% | 385.86%-369.5pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,020 | $4,565-11.9% | $3,949+1.8% | $4,660-13.7% |
| Participant deferral / active EE | $5,663 | $6,958-18.6% | $6,276-9.8% | $6,688-15.3% |
| Admin fee / account holder | $67 | $12,013-99.4% | $10,363-99.4% | $13,397-99.5% |