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 5-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 | $102,536 | $201,272-49.1% | $184,203-44.3% | $145,922-29.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 83.17% | 29.00%+54.2pp | 28.81%+54.4pp | 561.29%-478.1pp |
| Employer contribution / active EE | $2,053 | $7,022-70.8% | $6,427-68.1% | $4,660-55.9% |
| Participant deferral / active EE | $15,536 | $9,806+58.4% | $9,131+70.1% | $6,688+132.3% |
| Admin fee / account holder | $50 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |