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 | $120,700 | $105,998+13.9% | $92,233+30.9% | $147,584-18.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.50% | 50.05%-32.5pp | 176.28%-158.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,063 | $4,333-52.4% | $3,679-43.9% | $4,876-57.7% |
| Participant deferral / active EE | $1,653 | $4,478-63.1% | $3,897-57.6% | $5,439-69.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |