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 | $181,095 | $81,632+121.8% | $70,449+157.1% | $158,922+14.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.37% | 208.40%-184.0pp | 109.03%-84.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $19,225 | $3,217+497.6% | $2,737+602.5% | $4,761+303.8% |
| Participant deferral / active EE | $19,425 | $4,554+326.6% | $3,709+423.8% | $5,982+224.7% |
| Admin fee / account holder | $5 | $6,193-99.9% | $3,845-99.9% | $11,246-100.0% |