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 9-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 | $146,791 | $118,427+24.0% | $66,042+122.3% | $142,382+3.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.14% | 35.57%-19.4pp | 52.11%-36.0pp | 217.08%-200.9pp |
| Employer contribution / active EE | $16,463 | $2,570+540.7% | $1,579+942.4% | $4,299+282.9% |
| Participant deferral / active EE | $16,550 | $4,311+283.9% | $2,835+483.7% | $6,507+154.3% |
| Admin fee / account holder | $25 | $9,593-99.7% | $5,747-99.6% | $12,624-99.8% |