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 | $198,223 | $74,888+164.7% | $71,209+178.4% | $142,382+39.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.29% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,517 | $2,854+163.3% | $2,721+176.3% | $4,299+74.8% |
| Participant deferral / active EE | $8,667 | $4,454+94.6% | $4,175+107.6% | $6,507+33.2% |
| Admin fee / account holder | $94 | $5,568-98.3% | $5,349-98.2% | $12,624-99.3% |