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 | $94,614 | $202,318-53.2% | $172,739-45.2% | $152,861-38.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.98% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,250 | $5,856-78.6% | $5,143-75.7% | $4,762-73.7% |
| Participant deferral / active EE | $3,894 | $5,948-34.5% | $5,198-25.1% | $5,850-33.4% |
| Admin fee / account holder | $26 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |