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 10-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 | $102,503 | $202,318-49.3% | $172,739-40.7% | $152,861-32.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.90% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,734 | $5,856-53.3% | $5,143-46.8% | $4,762-42.6% |
| Participant deferral / active EE | $7,390 | $5,948+24.2% | $5,198+42.2% | $5,850+26.3% |
| Admin fee / account holder | $203 | $17,109-98.8% | $13,954-98.5% | $11,596-98.3% |