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 | $109,208 | $85,202+28.2% | $172,739-36.8% | $72,985+49.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.74% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $9,666 | $3,324+190.8% | $5,143+87.9% | $2,440+296.2% |
| Participant deferral / active EE | $5,419 | $3,260+66.2% | $5,198+4.3% | $3,607+50.2% |
| Admin fee / account holder | $285 | $5,884-95.2% | $13,954-98.0% | $5,124-94.4% |