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 4-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 | $144,881 | $117,983+22.8% | $101,794+42.3% | $142,382+1.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 117.78% | 36.92%+80.9pp | 30.53%+87.3pp | 217.08%-99.3pp |
| Employer contribution / active EE | $5,489 | $2,773+97.9% | $2,289+139.8% | $4,299+27.7% |
| Participant deferral / active EE | $13,420 | $4,714+184.7% | $4,084+228.6% | $6,507+106.2% |
| Admin fee / account holder | $101 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |