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 3-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 | $143,666 | $117,983+21.8% | $101,794+41.1% | $142,382+0.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 92.38% | 36.92%+55.5pp | 30.53%+61.9pp | 217.08%-124.7pp |
| Employer contribution / active EE | $3,020 | $2,773+8.9% | $2,289+31.9% | $4,299-29.8% |
| Participant deferral / active EE | $28,746 | $4,714+509.9% | $4,084+603.9% | $6,507+341.8% |
| Admin fee / account holder | $141 | $10,433-98.6% | $8,777-98.4% | $12,624-98.9% |