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 | $249,134 | $115,770+115.2% | $101,248+146.1% | $158,922+56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.22% | 56.14%-43.9pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,028 | $4,175+20.5% | $3,660+37.4% | $4,761+5.6% |
| Participant deferral / active EE | $40,520 | $4,957+717.4% | $4,370+827.2% | $5,982+577.4% |
| Admin fee / account holder | $47 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |