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 | $119,486 | $165,984-28.0% | $164,813-27.5% | $145,922-18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.43% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $6,767 | $5,273+28.3% | $4,341+55.9% | $4,660+45.2% |
| Participant deferral / active EE | $13,800 | $6,959+98.3% | $6,031+128.8% | $6,688+106.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |