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 | $132,488 | $70,606+87.6% | $53,898+145.8% | $142,382-6.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.03% | 619.81%-606.8pp | 528.60%-515.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,224 | $1,202+417.8% | $932+567.8% | $4,299+44.8% |
| Participant deferral / active EE | $3,056 | $2,364+29.3% | $1,826+67.4% | $6,507-53.0% |
| Admin fee / account holder | $231 | $2,852-91.9% | $2,491-90.7% | $12,624-98.2% |