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 | $240,759 | $155,788+54.5% | $124,672+93.1% | $167,490+43.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.97% | 17.97%-5.0pp | 5142.93%-5130.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $14,150 | $4,163+239.9% | $3,324+325.8% | $4,837+192.5% |
| Participant deferral / active EE | $10,710 | $5,673+88.8% | $4,614+132.1% | $6,341+68.9% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |