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 | $210,628 | $104,974+100.6% | $95,585+120.4% | $142,382+47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.06% | 210.33%-191.3pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $17,880 | $2,779+543.5% | $2,527+607.7% | $4,299+315.9% |
| Participant deferral / active EE | $33,076 | $4,352+660.0% | $4,023+722.2% | $6,507+408.3% |
| Admin fee / account holder | $60 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |