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 9-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 | $100,453 | $111,724-10.1% | $93,606+7.3% | $145,922-31.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.79% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,405 | $3,090+42.6% | $2,420+82.0% | $4,660-5.5% |
| Participant deferral / active EE | $10,481 | $4,912+113.4% | $4,411+137.6% | $6,688+56.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |