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 9-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 | $206,587 | $127,386+62.2% | $115,037+79.6% | $125,391+64.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.99% | 31.28%-26.3pp | 26.14%-21.2pp | 282.22%-277.2pp |
| Employer contribution / active EE | $20,213 | $5,166+291.3% | $4,608+338.7% | $4,866+315.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |