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 | $192,071 | $74,888+156.5% | $71,209+169.7% | $142,382+34.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.50% | 345.14%-318.6pp | 282.51%-256.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $28,696 | $2,854+905.4% | $2,721+954.6% | $4,299+567.5% |
| Participant deferral / active EE | $11,028 | $4,454+147.6% | $4,175+164.1% | $6,507+69.5% |
| Admin fee / account holder | $110 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |