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 | $218,250 | $102,317+113.3% | $146,958+48.5% | $80,856+169.9% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 15.14% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $28,508 | $3,713+667.8% | $4,933+477.9% | $2,755+934.9% |
| Participant deferral / active EE | $19,305 | $6,644+190.6% | $8,070+139.2% | $4,296+349.4% |
| Admin fee / account holder | $8 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |