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 | $122,283 | $99,652+22.7% | $78,778+55.2% | $147,584-17.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.66% | 47.28%-25.6pp | 35.62%-14.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,921 | $2,796-31.3% | $1,986-3.3% | $4,876-60.6% |
| Participant deferral / active EE | $18,000 | $3,664+391.3% | $2,958+508.5% | $5,439+231.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |