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 | $246,890 | $117,983+109.3% | $101,794+142.5% | $142,382+73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.60% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $17,897 | $2,773+545.5% | $2,289+681.9% | $4,299+316.3% |
| Participant deferral / active EE | $12,500 | $4,714+165.2% | $4,084+206.1% | $6,507+92.1% |
| Admin fee / account holder | $79 | $10,433-99.2% | $8,777-99.1% | $12,624-99.4% |