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 5-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 | $163,812 | $90,348+81.3% | $75,972+115.6% | $145,922+12.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.00% | 620.88%-599.9pp | 359.55%-338.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $4,925 | $3,311+48.8% | $2,685+83.4% | $4,660+5.7% |
| Participant deferral / active EE | $19,462 | $5,162+277.1% | $4,255+357.3% | $6,688+191.0% |
| Admin fee / account holder | $164 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |