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 8-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 | $0 | $217,402-100.0% | $185,823-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 27.35% | 148.36%-121.0pp | 122.05%-94.7pp | 478.56%-451.2pp |
| Employer contribution / active EE | $8,084 | $5,873+37.6% | $5,167+56.4% | $4,837+67.1% |
| Participant deferral / active EE | $11,622 | $6,356+82.8% | $5,568+108.7% | $6,341+83.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |