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 8-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 | $151,040 | $185,822-18.7% | $169,993-11.1% | $139,434+8.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.44% | 60.50%-35.1pp | 53.37%-27.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $17,839 | $7,590+135.0% | $6,785+162.9% | $4,751+275.5% |
| Participant deferral / active EE | $11,231 | $11,622-3.4% | $10,408+7.9% | $6,710+67.4% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |