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 7-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 | $102,049 | $209,411-51.3% | $178,490-42.8% | $158,922-35.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1600.29% | 188.75%+1411.5pp | 151.07%+1449.2pp | 302.83%+1297.5pp |
| Employer contribution / active EE | $1,383 | $5,706-75.8% | $5,011-72.4% | $4,761-70.9% |
| Participant deferral / active EE | $6,883 | $5,954+15.6% | $5,202+32.3% | $5,982+15.1% |
| Admin fee / account holder | $25 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |