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 | $237,262 | $88,751+167.3% | $81,812+190.0% | $145,922+62.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,702 | $3,083+52.5% | $2,912+61.4% | $4,660+0.9% |
| Participant deferral / active EE | $6,075 | $4,643+30.8% | $4,319+40.7% | $6,688-9.2% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |