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 | $232,826 | $111,724+108.4% | $93,606+148.7% | $145,922+59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.81% | 202.98%-194.2pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $18,005 | $3,090+482.8% | $2,420+644.1% | $4,660+286.4% |
| Participant deferral / active EE | $30,500 | $4,912+521.0% | $4,411+591.4% | $6,688+356.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |