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 | $229,627 | $94,529+142.9% | $140,016+64.0% | $64,186+257.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.51% | 7.77%-10.3pp | 651.12%-653.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $22,690 | $3,812+495.2% | $5,606+304.8% | $2,381+853.0% |
| Participant deferral / active EE | $12,351 | $5,250+135.3% | $6,927+78.3% | $3,470+256.0% |
| Admin fee / account holder | $4 | $6,741-99.9% | $10,705-100.0% | $4,888-99.9% |