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 | $97,254 | $105,998-8.2% | $92,233+5.4% | $147,584-34.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.90% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,569 | $4,333-63.8% | $3,679-57.4% | $4,876-67.8% |
| Participant deferral / active EE | $5,720 | $4,478+27.7% | $3,897+46.8% | $5,439+5.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |