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 5-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 | $247,001 | $88,751+178.3% | $81,812+201.9% | $145,922+69.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $18,743 | $3,083+507.9% | $2,912+543.6% | $4,660+302.2% |
| Participant deferral / active EE | $23,516 | $4,643+406.5% | $4,319+444.5% | $6,688+251.6% |
| Admin fee / account holder | $67 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |