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 | $215,581 | $117,381+83.7% | $99,443+116.8% | $152,861+41.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 8.06% | 31.87%-23.8pp | 30.72%-22.7pp | 345.32%-337.3pp |
| Employer contribution / active EE | $11,837 | $3,013+292.9% | $2,540+366.1% | $4,762+148.6% |
| Participant deferral / active EE | $9,262 | $4,086+126.7% | $3,619+155.9% | $5,850+58.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |