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 | $231,001 | $183,963+25.6% | $162,163+42.4% | $152,861+51.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.68% | 150.76%-137.1pp | 115.59%-101.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $30,041 | $6,371+371.5% | $5,614+435.1% | $4,762+530.8% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $32 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |