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 | $143,102 | $176,056-18.7% | $159,436-10.2% | $167,490-14.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.39% | 331.75%-296.4pp | 263.57%-228.2pp | 478.56%-443.2pp |
| Employer contribution / active EE | $12,527 | $5,297+136.5% | $4,829+159.4% | $4,837+159.0% |
| Participant deferral / active EE | $17,013 | $7,750+119.5% | $7,352+131.4% | $6,341+168.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |