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 4-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 | $159,256 | $70,606+125.6% | $53,898+195.5% | $142,382+11.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.55% | 619.81%-609.3pp | 528.60%-518.1pp | 217.08%-206.5pp |
| Employer contribution / active EE | $7,067 | $1,202+487.9% | $932+658.2% | $4,299+64.4% |
| Participant deferral / active EE | $21,200 | $2,364+796.8% | $1,826+1060.8% | $6,507+225.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |