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 | $175,993 | $115,770+52.0% | $101,248+73.8% | $158,922+10.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.24% | 56.14%-47.9pp | 46.47%-38.2pp | 302.83%-294.6pp |
| Employer contribution / active EE | $13,292 | $4,175+218.4% | $3,660+263.2% | $4,761+179.2% |
| Participant deferral / active EE | $7,800 | $4,957+57.3% | $4,370+78.5% | $5,982+30.4% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |