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 | $241,623 | $175,202+37.9% | $149,673+61.4% | $139,434+73.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.06% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $11,702 | $5,474+113.8% | $4,818+142.9% | $4,751+146.3% |
| Participant deferral / active EE | $5,469 | $6,519-16.1% | $5,680-3.7% | $6,710-18.5% |
| Admin fee / account holder | $236 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |