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 | $130,918 | $183,963-28.8% | $162,163-19.3% | $152,861-14.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.31% | 150.76%-123.4pp | 115.59%-88.3pp | 345.32%-318.0pp |
| Employer contribution / active EE | $16,749 | $6,371+162.9% | $5,614+198.4% | $4,762+251.7% |
| Participant deferral / active EE | $9,367 | $8,034+16.6% | $7,298+28.3% | $5,850+60.1% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |