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 | $210,301 | $106,890+96.7% | $84,015+150.3% | $152,861+37.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.19% | 104.99%-79.8pp | 71.31%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,212 | $2,734-55.7% | $1,983-38.9% | $4,762-74.6% |
| Participant deferral / active EE | $1,352 | $4,011-66.3% | $3,239-58.3% | $5,850-76.9% |
| Admin fee / account holder | $48 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |