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 | $226,118 | $159,901+41.4% | $146,958+53.9% | $145,922+55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $21,790 | $5,286+312.2% | $4,933+341.7% | $4,660+367.6% |
| Participant deferral / active EE | $15,250 | $8,428+80.9% | $8,070+89.0% | $6,688+128.0% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |