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 3-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 | $102,821 | $183,519-44.0% | $155,509-33.9% | $145,922-29.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 55.40% | 61.17%-5.8pp | 64.67%-9.3pp | 561.29%-505.9pp |
| Employer contribution / active EE | $8,770 | $5,313+65.1% | $4,672+87.7% | $4,660+88.2% |
| Participant deferral / active EE | $27,531 | $6,462+326.0% | $5,626+389.3% | $6,688+311.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |