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 | $194,386 | $104,664+85.7% | $85,682+126.9% | $167,490+16.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.82% | 21.45%-1.6pp | 21.49%-1.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $21,667 | $3,337+549.3% | $2,618+727.5% | $4,837+347.9% |
| Participant deferral / active EE | $21,667 | $4,824+349.1% | $3,923+452.4% | $6,341+241.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |