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 | $191,079 | $185,822+2.8% | $169,993+12.4% | $139,434+37.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.12% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $13,840 | $7,590+82.3% | $6,785+104.0% | $4,751+191.3% |
| Participant deferral / active EE | $22,500 | $11,622+93.6% | $10,408+116.2% | $6,710+235.3% |
| Admin fee / account holder | $214 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |