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 | $163,132 | $74,888+117.8% | $71,209+129.1% | $142,382+14.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.80% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,174 | $2,854+11.2% | $2,721+16.7% | $4,299-26.2% |
| Participant deferral / active EE | $10,579 | $4,454+137.5% | $4,175+153.4% | $6,507+62.6% |
| Admin fee / account holder | $177 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |