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 | $214,028 | $106,890+100.2% | $84,015+154.8% | $152,861+40.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.58% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,270 | $2,734-17.0% | $1,983+14.4% | $4,762-52.3% |
| Participant deferral / active EE | $11,899 | $4,011+196.6% | $3,239+267.4% | $5,850+103.4% |
| Admin fee / account holder | $27 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |