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 | $158,053 | $93,346+69.3% | $71,796+120.1% | $273,961-42.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.33% | 130.39%-127.1pp | 78.04%-74.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $5,000 | $2,733+82.9% | $1,924+159.8% | $4,869+2.7% |
| Participant deferral / active EE | $8,000 | $3,475+130.2% | $2,794+186.3% | $5,287+51.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |