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 | $183,369 | $98,240+86.7% | $82,313+122.8% | $147,584+24.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.36% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,698 | $3,192+47.2% | $2,428+93.5% | $4,876-3.6% |
| Participant deferral / active EE | $9,134 | $4,383+108.4% | $3,706+146.5% | $5,439+67.9% |
| Admin fee / account holder | $7 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |