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 | $140,431 | $165,335-15.1% | $149,696-6.2% | $158,922-11.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 85.37% | 348.15%-262.8pp | 276.60%-191.2pp | 302.83%-217.5pp |
| Employer contribution / active EE | $19,509 | $5,103+282.3% | $4,644+320.1% | $4,761+309.7% |
| Participant deferral / active EE | $13,971 | $7,181+94.5% | $6,842+104.2% | $5,982+133.5% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |