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 8-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 | $98,490 | $90,503+8.8% | $78,689+25.2% | $273,961-64.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.09% | 75.60%-64.5pp | 62.18%-51.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $9,238 | $3,176+190.9% | $2,851+224.1% | $4,869+89.7% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |