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 | $121,017 | $109,982+10.0% | $97,226+24.5% | $145,922-17.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.35% | 242.90%-224.6pp | 75.13%-56.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $21,394 | $3,084+593.8% | $2,729+684.0% | $4,660+359.1% |
| Participant deferral / active EE | $1,661 | $4,676-64.5% | $4,264-61.0% | $6,688-75.2% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |