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 | $203,303 | $88,751+129.1% | $81,812+148.5% | $145,922+39.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.86% | 1025.40%-1002.5pp | 773.79%-750.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $14,349 | $3,083+365.4% | $2,912+392.7% | $4,660+207.9% |
| Participant deferral / active EE | $5,750 | $4,643+23.8% | $4,319+33.1% | $6,688-14.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |