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 | $101,029 | $214,378-52.9% | $200,582-49.6% | $142,382-29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 138.88% | 46.41%+92.5pp | 42.33%+96.5pp | 217.08%-78.2pp |
| Employer contribution / active EE | $6,988 | $6,841+2.1% | $6,419+8.9% | $4,299+62.5% |
| Participant deferral / active EE | $17,267 | $9,865+75.0% | $9,331+85.0% | $6,507+165.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |