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 | $159,925 | $104,907+52.4% | $84,611+89.0% | $152,861+4.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.15% | 373.79%-349.6pp | 258.74%-234.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,632 | $3,302+131.2% | $2,652+187.8% | $4,762+60.3% |
| Participant deferral / active EE | $14,896 | $4,688+217.8% | $3,899+282.1% | $5,850+154.6% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |