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 7-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 | $191,379 | $114,381+67.3% | $107,525+78.0% | $142,382+34.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.05% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $6,178 | $4,015+53.9% | $3,754+64.6% | $4,299+43.7% |
| Participant deferral / active EE | $20,834 | $5,564+274.4% | $5,116+307.3% | $6,507+220.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |