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 | $236,115 | $99,020+138.5% | $86,590+172.7% | $147,584+60.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.39% | 1312.34%-1295.9pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $18,500 | $3,132+490.7% | $2,839+551.6% | $4,876+279.4% |
| Participant deferral / active EE | $18,000 | $3,972+353.2% | $3,609+398.8% | $5,439+231.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |