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 | $89,724 | $65,696+36.6% | $56,429+59.0% | $147,584-39.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 11.42% | 13.32%-1.9pp | 19.04%-7.6pp | 578.55%-567.1pp |
| Employer contribution / active EE | $12,782 | $4,121+210.2% | $3,405+275.4% | $4,876+162.1% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |