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 | $228,648 | $74,888+205.3% | $71,209+221.1% | $142,382+60.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.61% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $20,176 | $2,854+606.9% | $2,721+641.5% | $4,299+369.3% |
| Participant deferral / active EE | $16,202 | $4,454+263.7% | $4,175+288.1% | $6,507+149.0% |
| Admin fee / account holder | $85 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |