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 6-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 | $201,154 | $100,773+99.6% | $88,946+126.2% | $142,382+41.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.52% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $27,156 | $2,918+830.8% | $2,555+962.9% | $4,299+531.7% |
| Participant deferral / active EE | $1,138 | $5,230-78.3% | $4,581-75.2% | $6,507-82.5% |
| Admin fee / account holder | $230 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |