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 | $213,350 | $115,770+84.3% | $101,248+110.7% | $158,922+34.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.40% | 56.14%-45.7pp | 46.47%-36.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $21,979 | $4,175+426.5% | $3,660+500.6% | $4,761+361.6% |
| Participant deferral / active EE | $9,369 | $4,957+89.0% | $4,370+114.4% | $5,982+56.6% |
| Admin fee / account holder | $289 | $7,245-96.0% | $5,945-95.1% | $11,246-97.4% |