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 | $190,737 | $138,065+38.2% | $123,544+54.4% | $135,375+40.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 18.65% | 153.68%-135.0pp | 119.20%-100.5pp | 519.73%-501.1pp |
| Employer contribution / active EE | $15,014 | $5,151+191.5% | $4,628+224.4% | $4,779+214.2% |
| Participant deferral / active EE | $18,170 | $6,799+167.2% | $6,426+182.8% | $5,609+223.9% |
| Admin fee / account holder | $39 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |