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 | $198,070 | $118,849+66.7% | $96,562+105.1% | $167,490+18.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.52% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.0pp |
| Employer contribution / active EE | $13,649 | $3,120+337.5% | $2,356+479.2% | $4,837+182.2% |
| Participant deferral / active EE | $14,043 | $4,616+204.2% | $3,849+264.9% | $6,341+121.5% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |