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 | $183,613 | $165,335+11.1% | $149,696+22.7% | $158,922+15.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.84% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $32,380 | $5,103+534.6% | $4,644+597.2% | $4,761+580.1% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $58 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |