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 | $181,710 | $185,822-2.2% | $169,993+6.9% | $139,434+30.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.93% | 60.50%-26.6pp | 53.37%-19.4pp | 372.94%-339.0pp |
| Employer contribution / active EE | $27,125 | $7,590+257.4% | $6,785+299.8% | $4,751+471.0% |
| Participant deferral / active EE | $16,571 | $11,622+42.6% | $10,408+59.2% | $6,710+147.0% |
| Admin fee / account holder | $76 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |