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 | $92,540 | $88,751+4.3% | $81,812+13.1% | $145,922-36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.68% | 1025.40%-1004.7pp | 773.79%-753.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $5,594 | $3,083+81.4% | $2,912+92.1% | $4,660+20.0% |
| Participant deferral / active EE | $18,692 | $4,643+302.6% | $4,319+332.8% | $6,688+179.5% |
| Admin fee / account holder | $118 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |