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 | $238,098 | $74,888+217.9% | $71,209+234.4% | $142,382+67.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.90% | 345.14%-314.2pp | 282.51%-251.6pp | 217.08%-186.2pp |
| Employer contribution / active EE | $2,755 | $2,854-3.5% | $2,721+1.3% | $4,299-35.9% |
| Participant deferral / active EE | $4,938 | $4,454+10.9% | $4,175+18.3% | $6,507-24.1% |
| Admin fee / account holder | $203 | $5,568-96.4% | $5,349-96.2% | $12,624-98.4% |