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 | $150,383 | $226,064-33.5% | $182,532-17.6% | $152,861-1.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.82% | 192.51%-178.7pp | 148.54%-134.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $20,960 | $4,978+321.0% | $4,076+414.2% | $4,762+340.1% |
| Participant deferral / active EE | $16,917 | $6,368+165.7% | $5,524+206.2% | $5,850+189.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |