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 | $124,538 | $183,963-32.3% | $162,163-23.2% | $152,861-18.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.10% | 150.76%-123.7pp | 115.59%-88.5pp | 345.32%-318.2pp |
| Employer contribution / active EE | $6,998 | $6,371+9.8% | $5,614+24.7% | $4,762+46.9% |
| Participant deferral / active EE | $25,000 | $8,034+211.2% | $7,298+242.6% | $5,850+327.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |