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 6-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 | $166,797 | $169,032-1.3% | $129,207+29.1% | $145,922+14.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 14330.11%-14321.7pp | 9417.33%-9408.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $46,000 | $5,537+730.8% | $4,153+1007.6% | $4,660+887.2% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,168+451.9% | $6,688+243.9% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |