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 9-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 | $173,640 | $69,207+150.9% | $64,056+171.1% | $139,434+24.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.04% | 45.88%-17.8pp | 33.69%-5.6pp | 372.94%-344.9pp |
| Employer contribution / active EE | $16,712 | $3,182+425.2% | $2,747+508.5% | $4,751+251.8% |
| Participant deferral / active EE | $18,550 | $4,682+296.2% | $3,880+378.1% | $6,710+176.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |