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 6-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 | $180,371 | $70,756+154.9% | $65,493+175.4% | $142,382+26.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 1754.89%-1740.9pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $15,000 | $2,881+420.7% | $2,574+482.7% | $4,299+248.9% |
| Participant deferral / active EE | $31,000 | $4,637+568.5% | $3,961+682.6% | $6,507+376.4% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |