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 5-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 | $199,599 | $106,515+87.4% | $96,683+106.4% | $139,434+43.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.78% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $13,333 | $4,103+225.0% | $3,737+256.8% | $4,751+180.7% |
| Participant deferral / active EE | $22,500 | $5,454+312.5% | $4,878+361.2% | $6,710+235.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |