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 | $133,136 | $114,047+16.7% | $96,139+38.5% | $167,490-20.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.95% | 189.88%-175.9pp | 191.94%-178.0pp | 478.56%-464.6pp |
| Employer contribution / active EE | $14,749 | $3,427+330.4% | $2,797+427.3% | $4,837+204.9% |
| Participant deferral / active EE | $13,270 | $5,194+155.5% | $4,349+205.1% | $6,341+109.3% |
| Admin fee / account holder | $18 | $6,897-99.7% | $5,537-99.7% | $12,309-99.9% |