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 | $188,775 | $96,484+95.7% | $75,886+148.8% | $152,861+23.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.70% | 33.98%-6.3pp | 30.76%-3.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $13,856 | $3,309+318.7% | $2,500+454.2% | $4,762+191.0% |
| Participant deferral / active EE | $24,600 | $4,553+440.3% | $3,603+582.8% | $5,850+320.5% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |