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 | $141,601 | $96,305+47.0% | $80,569+75.8% | $139,434+1.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.30% | 1350.08%-1323.8pp | 935.43%-909.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $7,485 | $3,262+129.5% | $2,723+174.8% | $4,751+57.6% |
| Participant deferral / active EE | $14,379 | $5,232+174.8% | $4,447+223.3% | $6,710+114.3% |
| Admin fee / account holder | $24 | $6,599-99.6% | $5,377-99.6% | $11,403-99.8% |