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 9-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 | $154,598 | $127,065+21.7% | $113,168+36.6% | $142,382+8.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 67.09% | 24.03%+43.1pp | 24.27%+42.8pp | 217.08%-150.0pp |
| Employer contribution / active EE | $3,893 | $3,442+13.1% | $2,975+30.9% | $4,299-9.4% |
| Participant deferral / active EE | $5,193 | $5,716-9.2% | $5,107+1.7% | $6,507-20.2% |
| Admin fee / account holder | $18 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |