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 | $128,871 | $160,055-19.5% | $140,016-8.0% | $135,375-4.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 25.75% | 911.38%-885.6pp | 651.12%-625.4pp | 519.73%-494.0pp |
| Employer contribution / active EE | $10,666 | $6,420+66.1% | $5,606+90.3% | $4,779+123.2% |
| Participant deferral / active EE | $5,820 | $7,642-23.8% | $6,927-16.0% | $5,609+3.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |