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 | $88,734 | $102,966-13.8% | $90,281-1.7% | $152,861-42.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.15% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,853 | $3,139+22.7% | $2,854+35.0% | $4,762-19.1% |
| Participant deferral / active EE | $15,325 | $4,281+257.9% | $3,885+294.4% | $5,850+162.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |