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 | $75,036 | $209,832-64.2% | $189,513-60.4% | $167,490-55.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.99% | 748.27%-722.3pp | 555.15%-529.2pp | 478.56%-452.6pp |
| Employer contribution / active EE | $3,248 | $6,914-53.0% | $6,162-47.3% | $4,837-32.9% |
| Participant deferral / active EE | $10,758 | $8,935+20.4% | $8,221+30.9% | $6,341+69.7% |
| Admin fee / account holder | $26 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |