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 | $247,257 | $157,256+57.2% | $141,162+75.2% | $152,861+61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.54% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $14,213 | $5,261+170.2% | $4,735+200.2% | $4,762+198.4% |
| Participant deferral / active EE | $10,004 | $7,109+40.7% | $6,709+49.1% | $5,850+71.0% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |