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 | $194,700 | $70,756+175.2% | $65,493+197.3% | $142,382+36.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.42% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,432 | $4,637-26.0% | $3,961-13.4% | $6,507-47.3% |
| Admin fee / account holder | $186 | $6,559-97.2% | $5,028-96.3% | $12,624-98.5% |