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 | $212,730 | $96,305+120.9% | $80,569+164.0% | $139,434+52.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.12% | 1350.08%-1338.0pp | 935.43%-923.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $7,544 | $3,262+131.3% | $2,723+177.0% | $4,751+58.8% |
| Participant deferral / active EE | $7,471 | $5,232+42.8% | $4,447+68.0% | $6,710+11.3% |
| Admin fee / account holder | $202 | $6,599-96.9% | $5,377-96.2% | $11,403-98.2% |