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 | $232,151 | $106,890+117.2% | $84,015+176.3% | $152,861+51.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 18.84% | 104.99%-86.1pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $11,871 | $2,734+334.2% | $1,983+498.5% | $4,762+149.3% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $25 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |