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 | $220,722 | $118,680+86.0% | $98,907+123.2% | $158,922+38.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.81% | 372.35%-354.5pp | 196.43%-178.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $8,113 | $3,333+143.4% | $2,689+201.7% | $4,761+70.4% |
| Participant deferral / active EE | $7,795 | $5,088+53.2% | $4,244+83.7% | $5,982+30.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |