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 | $100,826 | $73,515+37.2% | $62,995+60.1% | $147,584-31.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 27.40% | 175.43%-148.0pp | 87.57%-60.2pp | 578.55%-551.1pp |
| Employer contribution / active EE | $16,583 | $3,320+399.4% | $2,759+501.1% | $4,876+240.1% |
| Participant deferral / active EE | $7,948 | $4,185+89.9% | $3,329+138.7% | $5,439+46.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |