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 | $80,931 | $232,540-65.2% | $185,117-56.3% | $147,584-45.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.81% | 43.03%-22.2pp | 40.50%-19.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $24,153 | $5,195+364.9% | $4,182+477.6% | $4,876+395.3% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $42 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |