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 6-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 | $148,271 | $126,574+17.1% | $106,213+39.6% | $145,922+1.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.78% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $22,604 | $3,730+505.9% | $3,171+612.7% | $4,660+385.1% |
| Participant deferral / active EE | $19,233 | $5,724+236.0% | $5,016+283.4% | $6,688+187.6% |
| Admin fee / account holder | $107 | $17,304-99.4% | $11,033-99.0% | $13,397-99.2% |