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 | $123,080 | $175,202-29.7% | $149,673-17.8% | $139,434-11.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $8,441 | $5,474+54.2% | $4,818+75.2% | $4,751+77.7% |
| Participant deferral / active EE | $6,144 | $6,519-5.7% | $5,680+8.2% | $6,710-8.4% |
| Admin fee / account holder | $54 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |