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 | $215,708 | $165,912+30.0% | $122,332+76.3% | $147,584+46.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.70% | 34.55%-13.9pp | 30.27%-9.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $26,974 | $5,754+368.8% | $4,050+565.9% | $4,876+453.2% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.2% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |