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 7-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 | $214,002 | $96,635+121.5% | $86,612+147.1% | $139,434+53.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.78% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,270 | $3,263-61.1% | $3,022-58.0% | $4,751-73.3% |
| Participant deferral / active EE | $18,551 | $4,836+283.6% | $4,438+318.0% | $6,710+176.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |