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 | $188,225 | $63,346+197.1% | $92,233+104.1% | $70,131+168.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.38% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $6,634 | $2,471+168.5% | $3,679+80.3% | $2,342+183.2% |
| Participant deferral / active EE | $5,510 | $2,854+93.1% | $3,897+41.4% | $3,332+65.4% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |