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 | $160,023 | $99,020+61.6% | $86,590+84.8% | $147,584+8.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.01% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $12,529 | $3,132+300.0% | $2,839+341.3% | $4,876+156.9% |
| Participant deferral / active EE | $11,990 | $3,972+201.9% | $3,609+232.3% | $5,439+120.5% |
| Admin fee / account holder | $27 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |