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 10-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 | $238,161 | $106,890+122.8% | $84,015+183.5% | $152,861+55.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.67% | 104.99%-89.3pp | 71.31%-55.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,477 | $2,734-46.0% | $1,983-25.5% | $4,762-69.0% |
| Participant deferral / active EE | $6,333 | $4,011+57.9% | $3,239+95.5% | $5,850+8.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |