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 | $161,981 | $202,432-20.0% | $169,368-4.4% | $139,434+16.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.14% | 531.74%-508.6pp | 405.60%-382.5pp | 372.94%-349.8pp |
| Employer contribution / active EE | $15,261 | $4,692+225.2% | $4,013+280.3% | $4,751+221.2% |
| Participant deferral / active EE | $9,566 | $6,938+37.9% | $6,221+53.8% | $6,710+42.6% |
| Admin fee / account holder | $4 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |