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 | $179,844 | $108,919+65.1% | $100,391+79.1% | $145,922+23.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 39.13% | 57.88%-18.8pp | 49.20%-10.1pp | 561.29%-522.2pp |
| Employer contribution / active EE | $10,550 | $4,419+138.7% | $3,942+167.7% | $4,660+126.4% |
| Participant deferral / active EE | $14,567 | $8,445+72.5% | $8,082+80.3% | $6,688+117.8% |
| Admin fee / account holder | $13 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |