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 | $118,619 | $98,240+20.7% | $82,313+44.1% | $147,584-19.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.70% | 30.85%-15.2pp | 25.88%-10.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,759 | $3,192+80.4% | $2,428+137.1% | $4,876+18.1% |
| Participant deferral / active EE | $24,000 | $4,383+447.5% | $3,706+547.6% | $5,439+341.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |