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 | $187,103 | $118,680+57.7% | $98,907+89.2% | $158,922+17.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.99% | 372.35%-362.4pp | 196.43%-186.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $10,007 | $3,333+200.2% | $2,689+272.2% | $4,761+110.2% |
| Participant deferral / active EE | $26,400 | $5,088+418.9% | $4,244+522.0% | $5,982+341.3% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |