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 | $131,707 | $113,339+16.2% | $94,993+38.6% | $147,584-10.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 35.42% | 20.77%+14.7pp | 27.12%+8.3pp | 578.55%-543.1pp |
| Employer contribution / active EE | $21,587 | $3,160+583.0% | $2,603+729.2% | $4,876+342.7% |
| Participant deferral / active EE | $12,000 | $3,777+217.7% | $3,317+261.8% | $5,439+120.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |