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 | $197,720 | $99,079+99.6% | $77,999+153.5% | $273,961-27.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.83% | 217.93%-209.1pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,115 | $3,308-5.8% | $2,470+26.1% | $4,869-36.0% |
| Participant deferral / active EE | $7,552 | $4,306+75.4% | $3,497+116.0% | $5,287+42.8% |
| Admin fee / account holder | -$248 | $8,954-102.8% | $5,480-104.5% | $10,132-102.5% |