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 | $225,465 | $104,664+115.4% | $85,682+163.1% | $167,490+34.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.42% | 21.45%-6.0pp | 21.49%-6.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $14,033 | $3,337+320.5% | $2,618+436.0% | $4,837+190.1% |
| Participant deferral / active EE | $9,021 | $4,824+87.0% | $3,923+130.0% | $6,341+42.3% |
| Admin fee / account holder | $53 | $10,032-99.5% | $6,873-99.2% | $12,309-99.6% |