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 | $192,307 | $99,020+94.2% | $86,590+122.1% | $147,584+30.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.94% | 1312.34%-1289.4pp | 964.84%-941.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $14,234 | $3,132+354.5% | $2,839+401.3% | $4,876+191.9% |
| Participant deferral / active EE | $6,476 | $3,972+63.0% | $3,609+79.4% | $5,439+19.1% |
| Admin fee / account holder | $25 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |