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 | $174,171 | $88,751+96.2% | $81,812+112.9% | $145,922+19.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.12% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $8,334 | $3,083+170.3% | $2,912+186.2% | $4,660+78.9% |
| Participant deferral / active EE | $26,417 | $4,643+468.9% | $4,319+511.7% | $6,688+295.0% |
| Admin fee / account holder | $282 | $8,415-96.6% | $7,386-96.2% | $13,397-97.9% |