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 8-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 | $117,964 | $118,680-0.6% | $98,907+19.3% | $158,922-25.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 37.64% | 372.35%-334.7pp | 196.43%-158.8pp | 302.83%-265.2pp |
| Employer contribution / active EE | $17,224 | $3,333+416.8% | $2,689+540.6% | $4,761+261.8% |
| Participant deferral / active EE | $6,869 | $5,088+35.0% | $4,244+61.8% | $5,982+14.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |