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 8-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 | $223,193 | $154,117+44.8% | $129,995+71.7% | $139,434+60.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.90% | 32.48%-4.6pp | -137.18%+165.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $20,702 | $5,289+291.4% | $4,320+379.3% | $4,751+335.8% |
| Participant deferral / active EE | $10,000 | $6,710+49.0% | $5,820+71.8% | $6,710+49.0% |
| Admin fee / account holder | $7 | $14,007-100.0% | $10,614-99.9% | $11,403-99.9% |