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 | $249,551 | $148,534+68.0% | $135,903+83.6% | $139,434+79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.79% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.2pp |
| Employer contribution / active EE | $27,186 | $5,243+418.5% | $4,856+459.8% | $4,751+472.2% |
| Participant deferral / active EE | $20,829 | $8,100+157.1% | $7,758+168.5% | $6,710+210.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |