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 4-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 | $212,375 | $117,983+80.0% | $101,794+108.6% | $142,382+49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 45.77% | 36.92%+8.9pp | 30.53%+15.2pp | 217.08%-171.3pp |
| Employer contribution / active EE | $19,084 | $2,773+588.3% | $2,289+733.7% | $4,299+343.9% |
| Participant deferral / active EE | $12,584 | $4,714+167.0% | $4,084+208.1% | $6,507+93.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |