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 | $230,506 | $109,817+109.9% | $98,442+134.2% | $167,490+37.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.58% | 1956.69%-1940.1pp | 1492.73%-1476.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $11,869 | $3,224+268.2% | $2,960+301.0% | $4,837+145.4% |
| Participant deferral / active EE | $11,513 | $4,673+146.4% | $4,276+169.2% | $6,341+81.6% |
| Admin fee / account holder | $3 | $6,753-100.0% | $5,949-99.9% | $12,309-100.0% |