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 | $150,876 | $96,635+56.1% | $86,612+74.2% | $139,434+8.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.85% | 106.41%-82.6pp | 591.07%-567.2pp | 372.94%-349.1pp |
| Employer contribution / active EE | $9,347 | $3,263+186.5% | $3,022+209.3% | $4,751+96.8% |
| Participant deferral / active EE | $8,875 | $4,836+83.5% | $4,438+100.0% | $6,710+32.3% |
| Admin fee / account holder | $49 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |