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 | $210,370 | $70,606+197.9% | $53,898+290.3% | $142,382+47.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.66% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $16,756 | $1,202+1293.9% | $932+1697.8% | $4,299+289.8% |
| Participant deferral / active EE | $12,733 | $2,364+438.6% | $1,826+597.2% | $6,507+95.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |