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 | $249,477 | $102,966+142.3% | $90,281+176.3% | $152,861+63.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.47% | 95.16%-77.7pp | 78.10%-60.6pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,802 | $3,139+180.4% | $2,854+208.4% | $4,762+84.8% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.4% | $5,850+327.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |