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 | $241,626 | $114,047+111.9% | $96,139+151.3% | $167,490+44.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.58% | 189.88%-177.3pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,809 | $3,427-18.0% | $2,797+0.4% | $4,837-41.9% |
| Participant deferral / active EE | $18,409 | $5,194+254.5% | $4,349+323.3% | $6,341+190.3% |
| Admin fee / account holder | $195 | $6,897-97.2% | $5,537-96.5% | $12,309-98.4% |