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 7-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 | $197,373 | $176,377+11.9% | $134,143+47.1% | $158,922+24.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.42% | 63.63%-50.2pp | 36.33%-22.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $17,100 | $5,040+239.3% | $3,704+361.7% | $4,761+259.2% |
| Participant deferral / active EE | $22,737 | $4,091+455.7% | $3,499+549.8% | $5,982+280.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |