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 6-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 | $144,585 | $100,773+43.5% | $88,946+62.6% | $142,382+1.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.99% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $18,311 | $2,918+527.6% | $2,555+616.7% | $4,299+325.9% |
| Participant deferral / active EE | $14,410 | $5,230+175.5% | $4,581+214.5% | $6,507+121.4% |
| Admin fee / account holder | $100 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |