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 | $156,161 | $118,849+31.4% | $96,562+61.7% | $167,490-6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 27.86% | 50.49%-22.6pp | 37.78%-9.9pp | 478.56%-450.7pp |
| Employer contribution / active EE | $4,927 | $3,120+57.9% | $2,356+109.1% | $4,837+1.8% |
| Participant deferral / active EE | $6,671 | $4,616+44.5% | $3,849+73.3% | $6,341+5.2% |
| Admin fee / account holder | $6 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |