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 | $177,374 | $84,696+109.4% | $75,696+134.3% | $167,490+5.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.53% | 199.36%-188.8pp | 104.53%-94.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $7,135 | $3,230+120.9% | $2,743+160.1% | $4,837+47.5% |
| Participant deferral / active EE | $2,303 | $4,580-49.7% | $3,821-39.7% | $6,341-63.7% |
| Admin fee / account holder | $15 | $5,355-99.7% | $3,619-99.6% | $12,309-99.9% |