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 | $123,862 | $112,881+9.7% | $90,951+36.2% | $158,922-22.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.52% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $4,875 | $2,893+68.5% | $2,122+129.7% | $4,761+2.4% |
| Participant deferral / active EE | $7,910 | $4,128+91.6% | $3,373+134.5% | $5,982+32.2% |
| Admin fee / account holder | $13 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |