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 | $174,279 | $185,822-6.2% | $169,993+2.5% | $139,434+25.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.17% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $15,686 | $7,590+106.7% | $6,785+131.2% | $4,751+230.2% |
| Participant deferral / active EE | $20,550 | $11,622+76.8% | $10,408+97.5% | $6,710+206.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |