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 | $115,140 | $115,770-0.5% | $101,248+13.7% | $158,922-27.5% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 13.71% | 56.14%-42.4pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,582 | $4,175-14.2% | $3,660-2.1% | $4,761-24.8% |
| Participant deferral / active EE | $5,917 | $4,957+19.4% | $4,370+35.4% | $5,982-1.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |