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 | $201,518 | $163,101+23.6% | $136,749+47.4% | $142,382+41.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,702 | $4,117+135.7% | $3,400+185.4% | $4,299+125.7% |
| Participant deferral / active EE | $4,098 | $5,585-26.6% | $4,692-12.7% | $6,507-37.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |