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 4-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 | $239,295 | $165,984+44.2% | $164,813+45.2% | $145,922+64.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.11% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $36,000 | $5,273+582.7% | $4,341+729.3% | $4,660+672.6% |
| Participant deferral / active EE | $26,750 | $6,959+284.4% | $6,031+343.5% | $6,688+300.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |