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 | $248,686 | $176,812+40.7% | $146,665+69.6% | $167,490+48.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.66% | 24.03%-13.4pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $8,418 | $5,160+63.1% | $4,136+103.5% | $4,837+74.0% |
| Participant deferral / active EE | $21,431 | $6,440+232.8% | $5,506+289.2% | $6,341+238.0% |
| Admin fee / account holder | $225 | $13,259-98.3% | $10,280-97.8% | $12,309-98.2% |