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 | $207,624 | $157,256+32.0% | $141,162+47.1% | $152,861+35.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.79% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $15,726 | $5,261+198.9% | $4,735+232.1% | $4,762+230.2% |
| Participant deferral / active EE | $10,322 | $7,109+45.2% | $6,709+53.8% | $5,850+76.4% |
| Admin fee / account holder | $15 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |