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 | $104,949 | $74,888+40.1% | $71,209+47.4% | $142,382-26.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 15.57% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,054 | $2,854+182.2% | $2,721+196.0% | $4,299+87.3% |
| Participant deferral / active EE | $7,603 | $4,454+70.7% | $4,175+82.1% | $6,507+16.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |