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 | $118,529 | $74,888+58.3% | $71,209+66.5% | $142,382-16.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.80% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,999 | $2,854+180.2% | $2,721+194.0% | $4,299+86.1% |
| Participant deferral / active EE | $15,261 | $4,454+242.6% | $4,175+265.5% | $6,507+134.5% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |