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 | $91,597 | $81,632+12.2% | $70,449+30.0% | $158,922-42.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.98% | 208.40%-181.4pp | 109.03%-82.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $3,587 | $3,217+11.5% | $2,737+31.1% | $4,761-24.7% |
| Participant deferral / active EE | $7,417 | $4,554+62.9% | $3,709+100.0% | $5,982+24.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |