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 | $231,268 | $118,680+94.9% | $98,907+133.8% | $158,922+45.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.85% | 372.35%-362.5pp | 196.43%-186.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,792 | $3,333-46.2% | $2,689-33.4% | $4,761-62.4% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $35 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |