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 10-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 | $180,433 | $107,334+68.1% | $92,893+94.2% | $152,861+18.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.66% | 145.58%-118.9pp | 109.41%-82.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $15,712 | $4,221+272.2% | $3,653+330.1% | $4,762+229.9% |
| Participant deferral / active EE | $5,400 | $4,845+11.5% | $4,236+27.5% | $5,850-7.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |