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 | $241,868 | $177,572+36.2% | $154,803+56.2% | $142,382+69.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.73% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,575 | $4,810-46.5% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $8,598 | $6,272+37.1% | $5,540+55.2% | $6,507+32.1% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |