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 | $112,118 | $98,240+14.1% | $82,313+36.2% | $147,584-24.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.68% | 30.85%-9.2pp | 25.88%-4.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $6,889 | $3,192+115.8% | $2,428+183.7% | $4,876+41.3% |
| Participant deferral / active EE | $5,532 | $4,383+26.2% | $3,706+49.3% | $5,439+1.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |