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 | $167,834 | $74,888+124.1% | $71,209+135.7% | $142,382+17.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.98% | 345.14%-324.2pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,919 | $2,854+107.4% | $2,721+117.5% | $4,299+37.7% |
| Participant deferral / active EE | $31,000 | $4,454+595.9% | $4,175+642.5% | $6,507+376.4% |
| Admin fee / account holder | $204 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |