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 | $189,918 | $99,020+91.8% | $86,590+119.3% | $147,584+28.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.81% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $9,891 | $3,132+215.8% | $2,839+248.4% | $4,876+102.8% |
| Participant deferral / active EE | $9,393 | $3,972+136.5% | $3,609+160.3% | $5,439+72.7% |
| Admin fee / account holder | $45 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |