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 | $185,773 | $124,319+49.4% | $111,297+66.9% | $167,490+10.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 26.67% | 37.44%-10.8pp | 54.65%-28.0pp | 478.56%-451.9pp |
| Employer contribution / active EE | $31,068 | $3,435+804.4% | $2,731+1037.6% | $4,837+542.2% |
| Participant deferral / active EE | $20,000 | $5,180+286.1% | $4,487+345.7% | $6,341+215.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |