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 | $202,505 | $96,635+109.6% | $86,612+133.8% | $139,434+45.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.99% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $7,438 | $3,263+127.9% | $3,022+146.1% | $4,751+56.6% |
| Participant deferral / active EE | $14,619 | $4,836+202.3% | $4,438+229.4% | $6,710+117.9% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |