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 7-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 | $219,457 | $755,339-70.9% | $379,746-42.2% | $158,922+38.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 20.56% | 53.41%-32.9pp | 34.90%-14.3pp | 302.83%-282.3pp |
| Employer contribution / active EE | $10,000 | $4,685+113.4% | $3,540+182.5% | $4,761+110.0% |
| Participant deferral / active EE | $22,167 | $7,938+179.3% | $6,024+268.0% | $5,982+270.5% |
| Admin fee / account holder | $15 | $14,482-99.9% | $7,927-99.8% | $11,246-99.9% |