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 | $193,054 | $73,515+162.6% | $62,995+206.5% | $147,584+30.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.04% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $6,855 | $3,320+106.5% | $2,759+148.5% | $4,876+40.6% |
| Participant deferral / active EE | $11,905 | $4,185+184.5% | $3,329+257.6% | $5,439+118.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |