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 | $116,862 | $63,953+82.7% | $54,726+113.5% | $135,375-13.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 10.55% | -5.77%+16.3pp | -4.56%+15.1pp | 519.73%-509.2pp |
| Employer contribution / active EE | $14,070 | $4,256+230.6% | $3,449+307.9% | $4,779+194.4% |
| Participant deferral / active EE | $3,600 | $4,810-25.2% | $3,953-8.9% | $5,609-35.8% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |