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 8-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 | $69,584 | $124,185-44.0% | $108,410-35.8% | $167,490-58.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.89% | 1379.64%-1357.7pp | 905.27%-883.4pp | 478.56%-456.7pp |
| Employer contribution / active EE | $3,171 | $4,187-24.2% | $3,558-10.9% | $4,837-34.4% |
| Participant deferral / active EE | $4,885 | $6,908-29.3% | $6,563-25.6% | $6,341-23.0% |
| Admin fee / account holder | $255 | $9,455-97.3% | $7,295-96.5% | $12,309-97.9% |