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 | $224,955 | $176,377+27.5% | $134,143+67.7% | $158,922+41.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.56% | 63.63%-49.1pp | 36.33%-21.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $13,035 | $5,040+158.6% | $3,704+251.9% | $4,761+173.8% |
| Participant deferral / active EE | $8,449 | $4,091+106.5% | $3,499+141.5% | $5,982+41.2% |
| Admin fee / account holder | -$67 | $8,718-100.8% | $6,684-101.0% | $11,246-100.6% |