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 | $117,767 | $99,652+18.2% | $78,778+49.5% | $147,584-20.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.10% | 47.28%-29.2pp | 35.62%-17.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,291 | $2,796-18.0% | $1,986+15.4% | $4,876-53.0% |
| Participant deferral / active EE | $4,606 | $3,664+25.7% | $2,958+55.7% | $5,439-15.3% |
| Admin fee / account holder | -$300 | $7,155-104.2% | $5,134-105.8% | $10,885-102.8% |