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 | $103,832 | $104,907-1.0% | $84,611+22.7% | $152,861-32.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.46% | 373.79%-351.3pp | 258.74%-236.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $10,930 | $3,302+231.1% | $2,652+312.1% | $4,762+129.5% |
| Participant deferral / active EE | $11,600 | $4,688+147.5% | $3,899+197.5% | $5,850+98.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |