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 3-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 | $226,227 | $108,919+107.7% | $100,391+125.3% | $145,922+55.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $11,586 | $4,419+162.2% | $3,942+193.9% | $4,660+148.7% |
| Participant deferral / active EE | $22,784 | $8,445+169.8% | $8,082+181.9% | $6,688+240.7% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |