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 | $181,332 | $98,240+84.6% | $82,313+120.3% | $147,584+22.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.28% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $21,613 | $3,192+577.2% | $2,428+790.1% | $4,876+343.2% |
| Participant deferral / active EE | $7,718 | $4,383+76.1% | $3,706+108.2% | $5,439+41.9% |
| Admin fee / account holder | $140 | $8,563-98.4% | $5,608-97.5% | $10,885-98.7% |