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 | $121,100 | $100,901+20.0% | $75,670+60.0% | $147,584-17.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.38% | 35.78%-18.4pp | 27.34%-10.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $6,184 | $3,253+90.1% | $2,352+162.9% | $4,876+26.8% |
| Participant deferral / active EE | $5,828 | $4,027+44.7% | $3,142+85.5% | $5,439+7.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |