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 | $195,596 | $105,998+84.5% | $92,233+112.1% | $147,584+32.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.80% | 50.05%-38.2pp | 176.28%-164.5pp | 578.55%-566.7pp |
| Employer contribution / active EE | $4,729 | $4,333+9.1% | $3,679+28.5% | $4,876-3.0% |
| Participant deferral / active EE | $11,344 | $4,478+153.3% | $3,897+191.1% | $5,439+108.6% |
| Admin fee / account holder | $203 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |