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 | $229,576 | $74,888+206.6% | $71,209+222.4% | $142,382+61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.39% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,644 | $2,854+132.8% | $2,721+144.2% | $4,299+54.5% |
| Participant deferral / active EE | $19,629 | $4,454+340.7% | $4,175+370.1% | $6,507+201.6% |
| Admin fee / account holder | $258 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |