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 | $113,044 | $105,998+6.6% | $92,233+22.6% | $147,584-23.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.17% | 50.05%-28.9pp | 176.28%-155.1pp | 578.55%-557.4pp |
| Employer contribution / active EE | $10,366 | $4,333+139.2% | $3,679+181.7% | $4,876+112.6% |
| Participant deferral / active EE | $7,440 | $4,478+66.1% | $3,897+90.9% | $5,439+36.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |