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 | $209,718 | $209,411+0.1% | $178,490+17.5% | $158,922+32.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.99% | 188.75%-164.8pp | 151.07%-127.1pp | 302.83%-278.8pp |
| Employer contribution / active EE | $29,252 | $5,706+412.6% | $5,011+483.8% | $4,761+514.4% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $125 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |