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 | $198,219 | $107,334+84.7% | $92,893+113.4% | $152,861+29.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.32% | 145.58%-128.3pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,648 | $4,221+10.1% | $3,653+27.2% | $4,762-2.4% |
| Participant deferral / active EE | $6,630 | $4,845+36.8% | $4,236+56.5% | $5,850+13.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |