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 | $135,148 | $71,809+88.2% | $61,048+121.4% | $152,861-11.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 28.31% | 29.74%-1.4pp | 26.18%+2.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $12,758 | $4,545+180.7% | $3,716+243.3% | $4,762+167.9% |
| Participant deferral / active EE | $18,996 | $5,467+247.5% | $4,470+324.9% | $5,850+224.7% |
| Admin fee / account holder | $1 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |