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 | $92,905 | $165,912-44.0% | $122,332-24.1% | $147,584-37.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.35% | 34.55%-15.2pp | 30.27%-10.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,976 | $5,754-48.3% | $4,050-26.5% | $4,876-39.0% |
| Participant deferral / active EE | $2,976 | $4,005-25.7% | $3,287-9.5% | $5,439-45.3% |
| Admin fee / account holder | $10 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |