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 | $95,515 | $69,207+38.0% | $64,056+49.1% | $139,434-31.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.05% | 45.88%-21.8pp | 33.69%-9.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,245 | $3,182-29.5% | $2,747-18.3% | $4,751-52.8% |
| Participant deferral / active EE | $4,771 | $4,682+1.9% | $3,880+23.0% | $6,710-28.9% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |