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 | $108,103 | $77,419+39.6% | $69,455+55.6% | $152,861-29.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.70% | 39.06%-25.4pp | 28.97%-15.3pp | 345.32%-331.6pp |
| Employer contribution / active EE | $7,658 | $3,315+131.0% | $2,779+175.6% | $4,762+60.8% |
| Participant deferral / active EE | $9,000 | $4,414+103.9% | $3,535+154.6% | $5,850+53.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |