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 | $249,221 | $105,931+135.3% | $81,930+204.2% | $158,922+56.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.33% | 38.17%-27.8pp | 29.49%-19.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $31,653 | $7,800+305.8% | $4,310+634.4% | $4,761+564.8% |
| Participant deferral / active EE | $25,000 | $13,003+92.3% | $7,107+251.8% | $5,982+317.9% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |