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 | $193,946 | $209,411-7.4% | $178,490+8.7% | $158,922+22.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 65.94% | 188.75%-122.8pp | 151.07%-85.1pp | 302.83%-236.9pp |
| Employer contribution / active EE | $18,875 | $5,706+230.8% | $5,011+276.7% | $4,761+296.4% |
| Participant deferral / active EE | $4,000 | $5,954-32.8% | $5,202-23.1% | $5,982-33.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |