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 9-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 | $166,494 | $100,852+65.1% | $90,404+84.2% | $158,922+4.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.44% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,836 | $3,689-23.1% | $3,262-13.1% | $4,761-40.4% |
| Participant deferral / active EE | $9,200 | $4,348+111.6% | $3,963+132.1% | $5,982+53.8% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |