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 | $152,434 | $114,381+33.3% | $107,525+41.8% | $142,382+7.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.98% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,391 | $4,015+84.1% | $3,754+96.9% | $4,299+71.9% |
| Participant deferral / active EE | $13,352 | $5,564+140.0% | $5,116+161.0% | $6,507+105.2% |
| Admin fee / account holder | $92 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |