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 | $79,586 | $106,890-25.5% | $84,015-5.3% | $152,861-47.9% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.4%-9.1pp |
| Annual return | 16.83% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,525 | $2,734+28.9% | $1,983+77.7% | $4,762-26.0% |
| Participant deferral / active EE | $6,311 | $4,011+57.3% | $3,239+94.9% | $5,850+7.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |