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 | $78,276 | $158,398-50.6% | $126,539-38.1% | $142,382-45.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.96% | 593.76%-582.8pp | 425.95%-415.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $12,134 | $4,650+160.9% | $3,674+230.3% | $4,299+182.2% |
| Participant deferral / active EE | $11,750 | $4,767+146.5% | $4,083+187.8% | $6,507+80.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |