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 | $148,369 | $84,696+75.2% | $75,696+96.0% | $167,490-11.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.42% | 199.36%-184.9pp | 104.53%-90.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $5,581 | $3,230+72.8% | $2,743+103.5% | $4,837+15.4% |
| Participant deferral / active EE | $10,211 | $4,580+123.0% | $3,821+167.2% | $6,341+61.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |