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 | $226,117 | $112,881+100.3% | $90,951+148.6% | $158,922+42.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 37.42% | 215.79%-178.4pp | 134.60%-97.2pp | 302.83%-265.4pp |
| Employer contribution / active EE | $7,854 | $2,893+171.5% | $2,122+270.1% | $4,761+64.9% |
| Participant deferral / active EE | $14,880 | $4,128+260.5% | $3,373+341.2% | $5,982+148.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |