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 | $209,751 | $138,065+51.9% | $123,544+69.8% | $135,375+54.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.45% | 153.68%-143.2pp | 119.20%-108.7pp | 519.73%-509.3pp |
| Employer contribution / active EE | $11,962 | $5,151+132.2% | $4,628+158.5% | $4,779+150.3% |
| Participant deferral / active EE | $13,143 | $6,799+93.3% | $6,426+104.5% | $5,609+134.3% |
| Admin fee / account holder | $245 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |