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 6-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 | $237,791 | $150,187+58.3% | $120,354+97.6% | $145,922+63.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.14% | 154.07%-136.9pp | 107.15%-90.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $11,616 | $4,348+167.2% | $3,463+235.5% | $4,660+149.3% |
| Participant deferral / active EE | $15,281 | $6,173+147.6% | $4,991+206.2% | $6,688+128.5% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |