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 | $116,011 | $104,907+10.6% | $84,611+37.1% | $152,861-24.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 12.72% | 373.79%-361.1pp | 258.74%-246.0pp | 345.32%-332.6pp |
| Employer contribution / active EE | $14,354 | $3,302+334.8% | $2,652+441.2% | $4,762+201.4% |
| Participant deferral / active EE | $5,020 | $4,688+7.1% | $3,899+28.8% | $5,850-14.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |