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 | $242,305 | $63,346+282.5% | $92,233+162.7% | $70,131+245.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.75% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $10,441 | $2,471+322.5% | $3,679+183.8% | $2,342+345.7% |
| Participant deferral / active EE | $5,014 | $2,854+75.7% | $3,897+28.7% | $3,332+50.5% |
| Admin fee / account holder | $228 | $3,840-94.1% | $5,194-95.6% | $4,645-95.1% |