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 | $228,780 | $99,652+129.6% | $78,778+190.4% | $147,584+55.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.37% | 47.28%-27.9pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,436 | $2,796-12.8% | $1,986+22.7% | $4,876-50.0% |
| Participant deferral / active EE | $3,709 | $3,664+1.2% | $2,958+25.4% | $5,439-31.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |