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 | $201,119 | $115,770+73.7% | $101,248+98.6% | $158,922+26.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.40% | 56.14%-27.7pp | 46.47%-18.1pp | 302.83%-274.4pp |
| Employer contribution / active EE | $5,731 | $4,175+37.3% | $3,660+56.6% | $4,761+20.4% |
| Participant deferral / active EE | $12,919 | $4,957+160.6% | $4,370+195.6% | $5,982+116.0% |
| Admin fee / account holder | $92 | $7,245-98.7% | $5,945-98.5% | $11,246-99.2% |