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 | $248,905 | $150,187+65.7% | $120,354+106.8% | $145,922+70.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.90% | 154.07%-139.2pp | 107.15%-92.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,329 | $4,348+45.6% | $3,463+82.8% | $4,660+35.8% |
| Participant deferral / active EE | $18,790 | $6,173+204.4% | $4,991+276.5% | $6,688+181.0% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |