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 | $187,791 | $112,096+67.5% | $95,952+95.7% | $158,922+18.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.57% | 171.09%-147.5pp | 91.61%-68.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $32,207 | $3,198+907.1% | $2,541+1167.5% | $4,761+576.5% |
| Participant deferral / active EE | $26,000 | $4,784+443.5% | $4,167+524.0% | $5,982+334.6% |
| Admin fee / account holder | $271 | $10,130-97.3% | $6,795-96.0% | $11,246-97.6% |