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 | $205,451 | $105,998+93.8% | $92,233+122.8% | $147,584+39.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.63% | 50.05%-24.4pp | 176.28%-150.6pp | 578.55%-552.9pp |
| Employer contribution / active EE | $13,959 | $4,333+222.2% | $3,679+279.4% | $4,876+186.3% |
| Participant deferral / active EE | $10,992 | $4,478+145.5% | $3,897+182.1% | $5,439+102.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |