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 | $158,152 | $114,381+38.3% | $107,525+47.1% | $142,382+11.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.92% | 242.71%-214.8pp | 181.32%-153.4pp | 217.08%-189.2pp |
| Employer contribution / active EE | $5,977 | $4,015+48.9% | $3,754+59.2% | $4,299+39.0% |
| Participant deferral / active EE | $9,536 | $5,564+71.4% | $5,116+86.4% | $6,507+46.5% |
| Admin fee / account holder | $47 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |