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 | $215,640 | $140,578+53.4% | $100,671+114.2% | $125,391+72.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.18% | 24.67%-23.5pp | 20.43%-19.3pp | 282.22%-281.0pp |
| Employer contribution / active EE | $69,500 | $5,965+1065.1% | $4,012+1632.2% | $4,866+1328.3% |
| Participant deferral / active EE | $18,000 | $3,981+352.1% | $3,144+472.6% | $5,352+236.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |