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 | $236,747 | $98,750+139.7% | $149,696+58.2% | $79,858+196.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.54% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $11,093 | $3,216+244.9% | $4,644+138.9% | $2,471+349.0% |
| Participant deferral / active EE | $14,180 | $5,680+149.6% | $6,842+107.3% | $3,740+279.1% |
| Admin fee / account holder | $136 | $6,053-97.8% | $9,309-98.5% | $5,306-97.4% |